- FTI Consulting (FCN)
- HealthExtras (HLEX)
- Oshkosh Truck Corp. (OSK)
- ArthroCare (ARTC)
- General Communication (GNCMA)
Competition, University of Oregon-Style The University of Oregon has produced competitive greats like Steve Prefontaine (running) and Ahmad Rashad (football), so it's no great surprise that the UOIG likes to compete. The UOIG is currently ranked No. 1 in the Davidson Student Investment Program for 2007-2008 (which started Sept. 1, 2007). According to senior Ben Brookins, DADCO's portfolio manager, "We are by far the best performer of the schools
in the Davidson competition . If the fund was never rebalanced, our compound annual growth rate would be around 12% over the last seven years, while the next schools' compound annual growth rates would be near 3% or below that." So how does the UOIG beat its peers? Big Bets on Small-Caps UOIG's approach to stock-picking is a bit different from that of other schools. The student analysts use a bottom-up approach when analyzing stocks, and they focus largely on small-caps . In fact, Brookins says "The only two stocks in our DADCO portfolio that are over $1 billion are ones that market cap appreciated that way." DADCO's current five stock holdings: their assets correctly, in a way we felt good about."