1. The Rev. Dr. Harold C. Smith Fund
Johnathan Myers / President
Benjamin Klybor / Vice President
Isaac Abrams / Secretary
Daan Slaats / Treasurer
Parker Wolf, Sam Sjosten / Public Relations Officers
Scott Deacle / Faculty Advisor

2. History of the Investment Club
Founded in 2003 by Ursinus student Daniel Uba.
Club was defunct, partly due to turnover in the faculty adviser position.
Revivals in 2011, 2016.
Nov. 2016: the Rev. Dr. Smith makes the initial donation to the fund.

3. Governing Principles
Help students learn about and understand financial markets, securities, and institutions.
Develop skills in economic, industry and security analysis.
Effectively communicate our investing strategies to others.
Collaboration and consensus.
Allow for real-world investing experience for students.

4. Investments PXD WMT Enanta Pharmaceuticals Market Cap: $580m
Share Price at Purchase: 29.70
Garmin Ltd. Market Cap: $9,413m
Share Price at Purchase: $50.43
ENTA
GRMN
Pioneer Natural Resources Market Cap: $29,645m
Share Price at Purchase: $191.40 .
WalMart Stores, Inc. Market Cap: $229,853m
Share Price at Purchase: $72.37
PXD
WMT

5. Investments - Enanta Pharmaceuticals
Enanta Pharmaceuticals Market Cap: $580m
Share Price at Purchase: 29.70
ENTA
Highlights
Diabetes drug on fast track for FDA approval.
Steady stream of royalties from AbbVie partnership.
More drugs for prevalent diseases in the pipeline.

6. Investments - Garmin Ltd.
Highlights
World leader in GPS wearables and devices. Expanding fitness market.
High operating returns over the past 5 years show sustainability.
Consistent performer, new technology and potential merger within few years.
Garmin Ltd. Market Cap: $9,413m
Share Price at Purchase: $50.43
GRMN

7. Investments - Pioneer Natural Resources
Highlights
Visible growth through the decade.
Unique to energy industry by vertical integration.
Expected growth and returns.
Pioneer Natural Resources Market Cap: $29,645m
Share Price at Purchase: $191.40 .
PXD

8. Investments - WalMart Stores, Inc.
Highlights
Domination in retail market by acquiring small retail stores.
Expansion & growth into international markets.
Largest company by revenue
WalMart Stores, Inc. Market Cap: $229,853m
Share Price at Purchase: 74.80
WMT

10. GRMN

11. Peformance as of 5/4/17 Stock Current Shares Purchase Price Cost Basis
Current Price
Current Value
Change (%)
ENTA 84
$29.70
$2,494.94
$31.03
$2,605.68
4.44
GRMN 50
$50.43
$2,521.50
$51.42
$2,593.11
2.84
PXD 13
$191.40
$2,488.20
$165.59
$2,152.67
-13.5
WMT 34
$72.37
$2,460.41
$76.34
$2,595.56
5.49
Portfolio
n/a
$9,965.04
9,947.02
-0.23
       

12. Thank You!
Questions?
Remember to turn off the projector when finished.