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DADCO Portfolio

Managed by Tanner Munson
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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. ”
                                                                                                                               - Tanner Munson, 2023-2024 DADCO Portfolio Manager

2023 - 2024 Competition (as of 11/26)

  • 12.4% return, compared the S&P 500 return of 3.8%​
  • Positions
    • Exxon Mobil
    • Fortinet
    • Block
    • Carnival Cruiseline
    • Blackstone
    • Walmart
    • Costco
large-cap
Global
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  • Home
  • Investments
    • Our Process
    • PORTFOLIOS >
      • Large-Cap
      • Global
      • DADCO
    • Performance Reports
  • Members
    • Executive Board
    • General Management
    • Analysts
    • Faculty
    • Alumni
  • Join OSIG
  • Donate
  • News
    • Recent Events
    • Member Spotlight
    • Our Founders
  • Contact Us