COURSE NUMBER:
EWMBA 236B.1
COURSE TITLE:
Investment Strategies and Styles
UNITS OF
CREDIT: 2 units
INSTRUCTOR:
Sam Olesky
E-MAIL
ADDRESS: olesky@haas.berkeley.edu
MEETING
DAY/TIME: Thursdays, 6:00-9:30PM
PREREQUISITE(S): EWMBA 203
CLASS FORMAT:
Speakers, lecture, discussion
REQUIRED
READINGS: Articles from financial media, chapters from books about exceptional
investors and strategies or styles, research papers concerning the description
and evaluation of investment strategies or styles
BASIS FOR
FINAL GRADE: Participation, project, paper
ABSTRACT OF
COURSE'S CONTENT AND OBJECTIVES:
EWMBA 236B
– The course will concentrate on investment strategies and styles applied
to equities or stocks. We will describe the attributes of each strategy or
style and analyze their return and volatility histories. Where available, we
will consider the writings of great investors of a particular style or strategy
(e.g. Warren Buffett). Some of the styles and strategies covered will be value,
growth, growth at a reasonable price (GARP), dividend yield,
dividend growth, earnings quality, momentum, mean reversion, low volatility and
low liquidity.
This course
can provide orientation and direction to students with professional aspirations
that involve investment management. The course should prove valuable to
students that desire to become better managers of their own investments.
BIOGRAPHICAL
SKETCH:
Sam Olesky is
the Managing Member of Olesky Capital Management, LLC an independent investment
advisory firm that conducts principal investing and trading, manages separate
accounts for trusts, partnerships, individuals, retirement plans, endowments,
and foundations. From 1998 through 2010, Mr. Olesky managed an Olesky Capital
hedge fund. Prior to founding the Olesky Capital in 1998, Mr. Olesky was
employed with TD Waterhouse, Inc. where he was First Vice President over a
large group of areas, including Client Services, Electronic Brokerage, Banking
Services, Corporate Actions, Retirement Plans and Regulatory Response and
Quality Assurance. Mr. Olesky joined TD Waterhouse in 1989.