Divisions‎ > ‎

Portfolio Management

Directors: Mike Reilly- mjreilly@colby.edu  | Colleen O'Donnell- cmodonne@colby.edu
Assistant Director- Charles Davis- cldavis@colby.edu


The Portfolio Management division meets bi-weekly to review and track CSIA’s holdings. The portfolio management group decides all correct valuations, re-allocations and sell recommendations to further diversify our portfolio to reduce risk and maximize returns.  Members of this group are responsible for one or two of our holdings and track their progress over the course of the year, notifying the group of any significant changes and reasons for the changes.  This gives students a chance to become experts of individual companies as well as learn about industry trends.  

Join Portfolio Management if you are:

  • Interested in learning consulting and investment banking skills.
  • Seek to understand how companies are managed, to learn what makes some companies great.
  • Perfect Blend of Trading and Strategy
  • Would like to learn how to manage money effectively.

Our Holdings:

BP plc (ADR)
BioDelivery Sciences International, Inc
Procter and Gamble
ProShares UltraShort 20+ Year Treasuries (ETF)
Health Care REIT, Inc
C.H Robinson Worldwide, Inc
WisdomTree India Earnings Fund (ETF)
General Electric Company
Baidu, Inc
Overseas Shipholding Group, Inc
Annaly Capital Management, Inc
Belo Corp
CF Industries Holding
Covanta Holding Corp.
Kohls Corp.
Novartis Ag ADS

Unknown user,
Feb 27, 2012, 5:30 PM