Blue Hen Investment Club

Hello everyone, We are excited to share the September Report attached below. A special thank you to Iyanna Favors for putting this together and her continued hard work. Thank you to everyone for your continued support of the Blue Hen Investment Club.

The Blue Hen Investment Club will be holding a Fall 2024 Interest Meeting on Tuesday, September 3rd at 6:00pm in the Geltzeiler Trading Center in Purnell Hall. Join us at this meeting to learn more about the club and the application process. Fall applications will be open from Tuesday 9/3 to Tuesday 9/10 at 11:59pm. To apply, send us an email (bhicwebforms@gmail.com) with your resume and cover letter attached. We will also be at the Lerner Involvement Fair on Tuesday 9/3 and Wednesday 9/4 from 4:30-6:00pm in the Lerner Atrium. For more updates and news, follow our newly created Instagram page: @blueheninvestmentclub [Photo by Kathy F. Atkinson, University of Delaware]

Hello everyone, We are excited to share the April Report attached below. A special shoutout to Iyanna Favors for putting this together and her continued hard work. Thank you to everyone for your continued support of the Blue Hen Investment Club.

On Tuesday, April 30th, the Blue Hen Investment Club embarked on its annual trip to New York City. We started the day at Nasdaq MarketSite to watch the opening bell ceremony, and then we visited TD Securities and Morgan Stanley. We concluded the day with a UD Alumni Networking Event with hors d'oeuvres and great views of the city. A special thank you to Ellen La Fronz, Daniel Bone, Leslie Shields Lundgaard, Joshua Stern, CFA, CAIA, and everyone else who helped make this trip possible. We are also incredibly grateful for all of the UD alumni who attended the networking event and our other visits throughout the day.

Last Thursday, The Blue Hen Investment Club had the honor of hosting Jason Castelluccio, CIMA®, a University of Delaware Alumnus and Client Portfolio Manager at Nuveen. With over 20 years of experience in the field, Jason provided valuable insights to our analysts on his professional career advancement, university involvement, and personal outlook on the global economy. We are immensely grateful for Jason's unwavering commitment and ongoing dedication to supporting the students of the Alfred Lerner College of Business & Economics at University of Delaware.

With last Thursday marking the end of the Spring 2024 New Analyst Education program, we are excited to introduce the Investment Club's newest class of analysts. Over the next few weeks, the new analysts will be working diligently towards their assigned semester-long project. The New Analyst Project consists of the composition of an Equity Research Report, Pitch Deck, and Discounted Cash Flow model based on a company selected by the analyst and provides a hands-on approach to learning investment and valuation concepts. We look forward to seeing what this group accomplishes as we approach the end of the semester!

Hello everyone, We are excited to share the March Report attached below. A special shoutout to Iyanna Favors for putting this together and her continued hard work. Thank you to everyone for your continued support of the Blue Hen Investment Club.

Last night, the Blue Hen Investment Club had the privilege of hosting University of Delaware alum, Brian Young. Brian shared his career journey from his time at Deutsche Bank to his current role as Portfolio Analyst at Candlestick Capital. Brian's commentaries on his covered sectors at Candlestick Capital were incredibly valuable, providing our analysts with insights into market trends. We extend our sincere gratitude to Brian for generously offering his time and expertise to our club. We look forward to hosting Brian again in the future!

Hello everyone, We are excited to share the February Report attached below. A special shoutout to Iyanna Favors for putting this together and her continued hard work. Thank you to everyone for your continued support of the Blue Hen Investment Club.

Last Thursday, the Blue Hen Investment Club had the pleasure of hosting the Nittany Lion Fund, LLC over Zoom. The group of Penn State students provided valuable insights into their fund's structure and investment strategy. In return, we also had the opportunity to visit them over Zoom during their weekly meeting time to exchange information on our club operations and pitch process. Many thanks to Sanchita Bhusari, the president of the fund, who helped set up the event, and to the Nittany Lion Fund for sharing their insights!