Applied Equity Valuation 3 s.h.
Equity valuation and portfolio management techniques by investment professionals; economic forecasting, industry analysis, financial statement analysis, spreadsheet modeling, cost of capital estimation, equity valuation and portfolio construction; students manage the University of Iowa's Krause Fund (an endowed equity portfolio that blends academic rigor with real-world portfolio management experience).
This course is designed to provide practical applications of material covered in FIN:3200. The class exposes students to applied equity valuation and portfolio management techniques employed by investment professionals. Topics include economic forecasting, industry analysis, financial statement analysis and forecasting, spreadsheet modeling, cost of capital estimation, equity valuation and portfolio construction. The primary goal for the course is to cultivate a solid understanding of basic valuation techniques and develop an aptitude for analyzing the primary drivers of a company's value. The students in this course also manage The University of Iowa's Krause Fund. The Krause Fund is an endowed equity portfolio that blends academic rigor with real-world portfolio management experience. The class is recommended for students targeting a variety of careers such as investment banking, portfolio management, financial analysis, corporate finance, and commercial banking. This course counts towards the Tippie RISE graduation requirement and the honors experiential learning requirement (for students who are members of Honors). These designations will be recorded on the appropriate degree audits as needed.
UI cumulative g.p.a. of at least 2.80