General Meeting(10/1/2014)

Market update:

  • -JP Morgan losses ruling in the lawsuit. They are facing a 13 billion settlement.
  • Mortgage loan rates fell last week. However, the demand for home loan is still muted.

 

Guest speaker Ivy Gluck:

Ivy works as an equity analyst at Brandywine Global Investment Management after her summer internship with the company.  She graduated from Bryn Mawr College in 2014 as a math major and Philosophy minor. She was also part of portfolio management team in OIG

About Brandywine Global Investment Management:

“Brandywine Global Investment Management offers a broad array of fixed income, equity, alternatives, and asset allocation strategies that seek value across global markets.”

know more about the firm:

http://www.brandywineglobal.com/Index.cfm?Page=About%20Us&Content=Our%20Firm

 

Key tips to Bryn Mawr Student:

  • Asking smart questions. Constantly questioning things.
  • Be a good team member.
  • Good reading and writing skill

Job responsibilities:

  • Market update through Wall Street Journal
  • Company research- being aware of anything new happens in these companies in their portfolio.
  • Stock research: Value investing is to seek stocks with low popularity but worth investing.
    • “Fear when everyone is excited and excited when everyone fear”
    • PE multiple (price over earning) analysis.
    • balance sheet analysis
    • Is there a reason that this company is trading very low?
    • What is this company do? What is the company’s competitive position? What is its biggest risk?

Tips for internship search:

  • Network through career office, lantern link, Haverford network and Linked in