Krause Fund Analysts

Undergraduate students enrolled in Applied Equity Valuation (6F:112) manage the fund. The course exposes students to the valuation techniques and analytical tools employed by analysts. Students work in teams to evaluate companies and provide detailed investment recommendations. Each team is assigned to cover stocks in a specific sector. At the end of the semester, fund managers deliver formal investment presentations to the class and an Investment Advisory Committee of financial professionals.

Spring 2009 Analysts

Materials

Zach Evett
Mike McIntosh
Austin Reichardt

Consumer Staples

John Claypool
Alex Hoppe
Robert Stricklin

Consumer Discretionary

Dough Kurt
Mike Matar
Zhewen Wu

Team Beta

David Keating
Zack Schroeder
Kevin Hawley
Jeffrey Milne

Industrials

Ryan Buske
Jonathan Kline
Tim Hershberger
Jeffrey Verde

Alpha Hawks

Allison Gill
Meghana Patel
Stuart Hemesath
Derek Walsh

Health Care

Max Crowley
Clint Kadolph
Keane McCarthy

Energy

Joseph Cerrone
Michael Doherty
Frank Mamo
Dean Olson

Technology

Brett Guzdziol
Ruichuang Mai
Kerrie Meskimen

Financial Services

Wei Zou Ang
Mark Kloet
Colin Richenbacher

Iowa Based

Robert Cybulski
Tom Ocheltree
Kyle Smith

Telecommunications & Utilities

Sean Coyle
Tom Evans
Martin Fahey