Investment Committee

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In 1978, Mr. Henry Clark of Castle and Cooke donated $1,000 to the College of Business Administration, through the University of Hawaii Foundation for use by members of the Finance Club to provide the students with practical experience as an investor in Hawaiian securities or securities themselves. These experiences provide the students the opportunity of learning about the duties and responsibilities of corporate ownership because all actions taken with respect to the voting of shares, attendance at annual meetings and dividend record keeping would be done by the students. The gift also helped to initiate the development of a library containing the chronological history of Hawaii corporations as they appeared in annual reports and related corporate publications. Mr. Clark stipulated that all but one share of purchased securities could be sold. The Club has the option to purchase additional shares or to build the library with books and periodicals with accumulated dividends and income from the sale of securities.

Investment Committee members learn about the duties and responsibilities of corporate ownership because all actions taken with respect to the voting of shares, attendance at annual meetings and dividend record keeping are done by FMA members. The Investment Committee’s purpose is to actively research and analyze the economy, various industry sectors, and specific companies to come up with good stock investment recommendations. Using these recommendations, the Portfolio Management Team will work to optimize the Investment Portfolio with the following broad objectives:

o Moderate long-term growth
o Over the long-term, exceed the return on the S&P500 (current benchmark Index)
o Maximize returns within reasonable risk level
o Maintain a diversified portfolio
o Preserve principal

The Investment Committee holds a bi-monthly meeting to discuss and vote on specific stocks to place on the Investment Portfolio’s “Buy List” and “Sell List”.

Portfolio Management Team Application
Stock Pitch Guidelines-Word File
Stock Pitch Template-PPT File


Mr. Henry Clark’s Gift-PDF File
FMA Investment Policy Statement- PDF File