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Economic Eagles Mutual Fund

Year: 2024

Type: conference-paper

Abstract: The Economic Eagles Mutual Fund achieved a 6.7% portfolio return despite adhering to large-cap equities investment constraints. This presentation demonstrates our trading strategies across different sectors, which include valuation techniques such as Dividend Discount, Free Cash Flow to Equity, and technical analysis. Despite challenges such as sector volatility, our research-driven process allowed for informed investment decisions, including profitable trades in Nike and Microsoft. Key findings include the importance of diversifying strategies and adjusting to market changes. This program focuses on the practical application of portfolio management theory and team effort to produce good investment results.

Source: Loyola eCommons (Loyola University of Chicago)

Author: Hernandez, Axel

Language: English

Topic: Financial Markets and Investment Strategies

Subfield: Finance

Field: Economics, Econometrics and Finance

Domain: Social Sciences

Open Access status: green

OpenAlex ID: W6999910998

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