Applied Portfolio Management is a two-semester program that enables undergraduate students to apply their academic knowledge and acquire practical skills by managing a portfolio of Australian equity securities using real money in real time. Students gain exposure to the world of asset management by assuming the role of analysts and are responsible for construction, monitoring and management of the University of Sydney Student Managed Fund. Analysts are divided into industry teams and begin with an evaluation of the existing investments. Following thorough economic, industry and company research and analysis, each team of analysts is required to identify opportunities in their industry and present an investment thesis to highlight undervalued stocks that may offer superior investment performance. Students make presentations on potential investments to academics, industry professionals and other analysts, who perform the role of an investment committee. Students report to the investment committee and advisory board and produce an annual report of the fund's activities. There is an emphasis on team-based learning and interaction with industry professionals who act as mentors to students.
2x 1.5hr workshops per week
investment update report (10%); functional team analysis (10%); stock pitch and sector outlook report (40%); investment update presentation (10%); individual stock pitch ideas and discussion (30%)