The Ursinus College Investment Club Johnathan Myers Ben Klybor Isaac Abrams Daan Slaats Parker Wolf Sam Sjosten Brendan Werner Christian D’Ascenzo Jonathan Guba Dr. Scott Deacle / President / Vice President / Secretary / Treasurer / Public Relations / Analyst / Academic Advisor

Presentation Agenda Overall Performance Sales and Buys Portfolio Allocation Membership Growth Recent Experiences and Future Opportunities Johnny

Overall Performance 16.69% Return on investment, 13.9% return on portfolio WalMart has earned 33.59% returns since purchase Garmin has earned 21.68% returns since purchase Daan

Sales Enanta Pioneer ENTA + 25.81% No reason to stay with risky biotech Believed value had been fully realized Pioneer PXD - 16.33% Debt too much of a burden Stock price too dependent on price of oil ENTA→ Ben PXD→ Sam

Holds Walmart Garmin WMT + 33.59% Steady growth through the purchase of smaller companies Growth of online retail Expansion into developing countries. Garmin GRMN + 21.68% Has shown major growth in the wearables market Provided innovation and adaptation into new markets High operating returns over five years WMT→ Parker GRMN → Isaac

Buys Masimo Corporation (MASI) Stoneridge (SRI) Innovative operations, new devices Strong financials, healthy balance sheet Hospitals should continue to demand devices with new technology Stoneridge (SRI) Low P/E ratio compared to its industry Solid balance sheet, cash on hand Expand market share through strategic M&As and innovative, high-end quality products around the globe MASI→ Parker SRI→ Daan (&Christian)

Buys (p. 2) Micron Technologies (MU) Capable of new innovation and consistently creating new products Solid and stable financial statements Operates within important industry of semiconductor sector MU→ Isaac

Sam

Sam

Membership Growth The Investment Club saw increased interest and added new members, ranging from freshmen to seniors. New club members participated in activities like industry research, presentation of data, and selection of stocks for final portfolio. Johnny

Wachenheim Field Trip The Investment Club met Edgar Wachenheim III, CEO of Greenhaven Associates, and author of Common Stocks, Common Sense, which officers read upon joining the Investment Club. Isaac

Joining the Economics Department We are exploring the possibility of turning the Smith Fund into an experiential learning course offered by the Business and Economics Department. Students can immerse themselves in fund management education, actively fundraise, and learn about careers in the finance industry. Johnny

Thank You