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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. 

​Our DADCO Strategy

As the DADCO Portfolio is a short term portfolio, it's important to have a strong thesis. Not only did I want to generate abnormal profits to benefit the group, but I also wanted to be successful in the competition as a whole. My strategy was to target companies that were oversold as I expected a bounce in the market and the potential for a rotation into alternative asset companies. I wanted to combine this with companies that could be considered "safe havens," while also having positive growth opportunities to hedge against economic uncertainty. Due to the short term nature of the portfolio, the confluence of various trading strategies were used to enter and exit trades as they reached my expectations. ”
                                                                                                                                          - Gavin Smith, 2022-2023 DADCO Portfolio Manager
Congratulations to our newly elected portfolio manager, Tanner Munson for the 2023-2024 academic year!

2022 - 2023 Competition (as of 1/31)

  • 12.4% return, compared the S&P 500 return of 3.8%​
  • Positions
    • Nvidia
    • Axon
    • Coinbase
    • Carnival Cruiseline
    • Blackstone
    • Teladoc
    • Costco
large-cap
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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