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.
2016-2017 Competition
- 3rd place
- 24% return, outperformed the S&P 500 by more than 10%
- Positions
- Alaska Air Group
- Nike, Inc.
- Edwards Lifesciences
- Cognex Corporation