iag | presentations
2010-2011

 

     
  April 29, 2011

Visa (V)
by Brian Weisman, Zuhair Ahmed, Aakriti Jhunjhunwala and Anant Garg


V One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: +2.75%
(04.29.2011 to 05.31.2011)

     
  April 22, 2011

Amphenol Corporation (APH)
by Dhruv Goyal, Runit Kumar, Gregory Nugent and Winston Wu


APH One-Pager
Valuation
Was voted into the portfolio.
Post-Presentation Return: -1.35%
(04.22.2011 to 05.31.2011)

     
  March 25, 2011

FLIR Systems (FLIR)
by Abhiram Kumar and Justin Silver


FLIR Valuation
Was not voted into the portfolio.
Post-Presentation Return: +6.11%
(03.25.2011 to 05.31.2011)

     
  March 4, 2011

ARM Holdings (ARMH)
by Tushar Jain and Joshua Erde


ARMH One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: -6.09%
(03.04.2011 to 05.31.2011)

     
  February 25, 2011

Rollins Inc (ROL)
by Josh Greenspan, Alan Jiang and Nona Makaveeva


ROL One-Pager
Valuation
Was voted into the portfolio.
Post-Presentation Return: +3.02%
(02.25.2011 to 05.31.2011)

     
  February 18, 2011

Mcdonalds (MCD)
by Zeena Advani, Andrew Efstathiou and Brian Fu


MCD Valuation
Was not voted into the portfolio.
Post-Presentation Return: +7.29%
(02.18.2011 to 05.31.2011)

     
  February 11, 2011

Cliffs Natural Resources (CLF)
by Lisa Zhang and Wilson Keng


CLF Valuation
Was not voted into the portfolio.
Post-Presentation Return: +3.07%
(02.11.2011 to 05.31.2011)

     
  February 4, 2011

Guess (GES)
by Lorna Hajdini, May Zhan, Kapish Haldia and Alexander Tus


GES One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: +3.96%
(02.04.2011 to 05.31.2011)

     
  November 19, 2010

Carrols Restaurant Group (TAST)
by Alan Jiang, Doneci Kone and Justin Silver


TAST One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: +33.57%
(11.19.2010 to 05.31.2011)

     
  November 12, 2010

Yongye International (YONG)
by Gary Wise, Alex Jiang, Scott Davidson and Winston Wu


YONG Valuation
Was voted into the portfolio.
Post-Presentation Return: -36.4%
(11.12.2010 to 05.31.2011)

     
  November 5, 2010

Tenaris (TS)
by Alejandro Batista, Juan Arenas, Aakriti Jhunjhunwala and Daniel Witcik


TS Valuation
Was not voted into the portfolio.
Post-Presentation Return: +14.81%
(11.05.2010 to 05.31.2011)

     
  October 29, 2010

MGM Resorts Int'l (MGM)
by Bing Kristanto, Zuhair Ahmed, Benjamin Lim, Guan Mak and Jeremiah Leong


MGM Valuation
Was not voted into the portfolio.
Post-Presentation Return: +38%
(10.29.2010 to 05.31.2011)

     
  October 22, 2010

Atwood Oceanics (ATW)
by Graig Alpert, Runit Kumar and Jacob Preston


ATW One-Pager
Valuation
Was voted into the portfolio.
Post-Presentation Return: +36.76%
(10.22.2010 to 05.31.2011)

     
  October 15, 2010

Myriad Genetics (MYGN)
by Sean Monga, Gregory Nugent, Cornelius Sheridan and Eric Rolston


MYGN Valuation
Was voted into the portfolio.
Post-Presentation Return: +28.33%
(10.15.2010 to 05.31.2011)

     
  October 1, 2010

AeroVironment (AVAV)
by Tushar Jain, Mayank Vidyarthi and Omar Khedr


AVAV Valuation
Was voted into the portfolio.
Post-Presentation Return: +35.69%
(10.01.2010 to 05.31.2011)

     
  September 24, 2010

TATA Motors (TTM)
by Lorna Hajdini, Ron Ahuja and Eugene Bang


TTM Valuation
Was not voted into the portfolio.
Post-Presentation Return: +0.37%
(09.24.2010 to 05.31.2011)

 

Presentation Archive: 2009-2010
2008-2009
2007-2008
2006-2007
2005-2006
2004-2005
2003-2004
2002-2003
2001-2002
2000-2001