The Large-Cap Portfolio has approximately $3.7 million of assets under management and takes on a similar degree of risk to the S&P 500 with the goal of outperforming the index. The portfolio is invested in 20-25 securities, each with a market capitalization above $10 billion. The time horizon for investment is typically in excess of one year. This longer time horizon is designed to avoid the risks of constant short-term buying and selling. The Large-Cap was established in 2007 along with the inception of OSIG.
Congratulations to analyst Dana Welty for being named "Best Large-Cap Pitch" for the 2020-2021 academic year!
To read her impressive research report on Verizon, click the button below.