The D.A. Davidson, or "DADCO," Portfolio is the Group's opportunity to compete directly with 20 schools across the U.S. The competition resets all accounts to $50,000 at the start of September. Any return generated in excess of 5% is shared equally between D.A. Davidson and the participating school. The one-year time horizon inherently lends itself to more risk than the Large-Cap portfolio. We attempt to identify securities we believe have been undervalued by the market or are priced at opportunistic levels. This is primarily achieved by identifying stock-specific catalysts.
OSIG placed 2nd during the 2022-2023 DADCO competition,
Our DADCO Strategy
With the short-term nature of the DADCO portfolio, I wanted to create a strategy that could withstand the current economic environment. My strategy was to identify companies that were oversold in certain industries with positive growth potential. I was looking for companies with a strong balance sheet, and strong profitability metrics. With fears of a recession in the market, I decided to combine these holdings with large-cap companies that have growth potential and stability due to their size. Due to the short-term nature of the portfolio, I used a variety of different trading strategies to enter and exit trades that reached my threshold. ”
2023 - 2024 Competition (as of 11/26)