Concordia University

https://www.concordia.ca/content/concordia/en/jmsb/programs/undergraduate/kenneth-woods-portfolio/fund-managers/performance-reports.html

Performance & reports

Investment reports

All investment decisions in the program must undergo a rigorous analysis process supported by full written reports. View sample reports from previous fund managers:

  1. Facebook - Buy Report
  2. Suncor Energy - Buy Report
  3. Goldman Sachs - Buy Report
  4. Canadian National Railway Company - Buy Report
  5. Enova International - Buy Report
  6.  

Annual Reports

2013 Kenneth Woods Portfolio Management Program annual report
2018 KWPMP Annual Report
2018 was a challenging year, especially in the fourth quarter. At the beginning of 2018, the portfolio was valued at C$2.65 million and by year-end, the portfolio amounted to C$2.57 million. The overweight position in Canadian equities and certain U.S. securities drove the negative performance during the year.
Previous annual reports
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