COURSE NUMBER: EWMBA 237.3

COURSE TITLE: Equity Investment Strategies

UNITS OF CREDIT: 2 units

INSTRUCTOR: Sam Olesky

E-MAIL ADDRESS: olesky@haas.berkeley.edu

MEETING DAY/TIME: Thursdays, 6:00-9:30PM

10 meetings: 8/28 – 10/30

PREREQUISITE(S): EWMBA 203

CLASS FORMAT: Speakers, lecture, discussion

REQUIRED READINGS: Articles from financial media, chapters from books about exceptional investors and their strategies, research papers concerning the description and evaluation of investment strategies

BASIS FOR FINAL GRADE: Participation, project, paper

ABSTRACT OF COURSE'S CONTENT AND OBJECTIVES:

EWMBA 236B – The course will concentrate on investment strategies applied to equities or stocks. We will describe the attributes of each strategy and analyze their return and volatility histories. Where available, we will consider the writings of great investors of a particular strategy (e.g. Warren Buffett). Some of the 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.