Stocktrak Investments Challenge

Paper Summary:

This paper describes the JICAN Fund investment project, explaining the overall investment strategy, the primary factors considered when formulating the investment strategy, and the approach taken to accurately assess the performance of the Fund. The paper also discusses total risk and recommendations if JICAN Fund is being considered as a sole investment or as part of a bigger portfolio of investments. Lastly, the paper discusses the key lessons learned from the project which include that diversification is crucial for successful portfolio management and that asset allocation plays the primary role in determining the portfolio return when compared to securities selection or market timing.

Table of Contents:
Executive Summary
Portfolio Investment Strategy
Investment Strategy
Strategic Asset Allocation
Systematic Security Selection and Market Timing
Risk Controls and Realization Guidelines
Sector Analysis and Execution
North American Equities
Energy
Financials
Materials
Retail
Telecom/Technology
Emerging Market Equities
Exchange Traded Funds (ETFs)
Portfolio Performance Measurements
Overview
Performance Analysis
After-thoughts and Lessons Learned
Appendix 1: Stock Selection Criteria
Appendix 2: Economic Outlook
Appendix 3: Additional Selection Criteria
Appendix 4: Performance Measurement

From the Paper:

"AMX is a provider of wireless telecommunications services in Latin America. As of December 31, 2007, it had 153.4 million subscribers in 17 countries which include 50 million subscribers in Mexico through Telcel. Also, AMX operates through Americel in Brazil and through Comcel in Colombia. Furthermore, it provides wireless services in Uruguay, Paraguay, Argentina and Chile. It provides fixed-line and wireless services in Guatemala, El Salvador and Nicaragua. We believe that AMX's domination of the Mexican wireless telecom market and other markets such as the Brazilian's and Colombian's will position AMX in a strong position to take advantage of its investments in the 3G technology."

Sample of Sources Used:

• McMullen, Alia. (2008, May 21). Energy Stocks are 'on fire'. Financial Post Online. Retrieved from: http://www.financialpost.com/story-printer.html?id=528443
• The only way is down. (2008, July 10). The Economist, Business.http://www.theglobeandmail.com/servlet/Page/document/v5/content/subscribe?user_URL=http://www.theglobeandmail.com%2Fservlet%2Fstory%2FRTGAM.20080409.wparkinson0410%2FBNStory%2FspecialComment%2F&ord=2260817&brand=theglobeandmail&force_login=true.
• Potash Corp 2007 Annual Report
• Asaeda, Jason. Current Environment: Retailing. Standard & Poor's, Industry Surveys. Retrieved from: http://outlook.standardandpoors.com/docs/indsur///reg_1107/reg11107.htm#profile
• Strauss, Marina. (2008, June 12). Wal-Mart CEO looks to cut the fat. The Globe and Mail, Report on Business.

More papers on Stocktrak Investments Challenge:

• Research Paper # 69006 : "Multilateral Protection to Investments "
• Case Study # 122116 : "Intersect Investments"
• Book Review # 96829 : "The Leadership Challenge"--A Review"

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