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Posted: September 4th, 2023

Assignment 1: high level overview of GWII Investment Framework

Undergraduate Research 4001-12
Spring 2023
Instructor: Rodney Lake
February 3, 2023
Rodney E. Lake
Teaching Instructor of Finance

Undergraduate Research 4001-12, Spring 2023
Research Class Meeting Times with Professor Lake
1. Tuesday, February 14, 2023, 5:10 pm – 6:00 pm
2. Tuesday, March 7, 2023, 5:10 pm – 6:00 pm
3. Tuesday, April 11, 2023, 5:10 pm – 6:00 pm
Location: TBD
Research Overview
This course is designed to teach students financial research. We will
analyze the management of a company, and turn qualitative findings into
quantitative output that could guide investment decisions.
Students in this class will work to fully quantify the Management
component of the GW Investment Institute Investment Framework:
Business, Management, Price vs. Valuation, Balance Sheet, (BMPB). Each
student will perform research on a specific publicly listed company
owned by GW endowment / Student Investment Funds (SIFs).
Assignment 1: high level overview of GWII Investment Framework
● Students read several blog posts to get familiar with framework.
● One page (double spaced) summary of management, using what you have
learned from the blog posts about management. (due: February 13, 2023)
Assignment 2: research and analysis, conversion of qualitative data to
quantitative data to produce scores for company management team.
● Students collect, organize, and analyze data about management. Specific details
to follow. (due: March 6, 2023).
Assignment 3: summary of all research findings (final deliverables)
● Students submit one page summary and deliver 5 minutes presentation. Specific
details to follow. (due April 10, 2023)
Company Assignments
Company Ticker Last Name First Name
Tencent Holdings ADR TCEHY Kim Ed
Apple Inc AAPL Liffmann Max
Microsoft Corp MSFT Balick Maddie
Alphabet Inc Class A GOOGL Maynard Jacob, Inc. AMZN Gunzburg Jessie
Berkshire Hathaway Inc Class B BRK.B Gore Jed
NVIDIA Corporation NVDA Malhotra Aashna
Meta Platforms Inc META Romariz Lino Giovanna
Capital One Financial Corp. COF Ouyang Jinting
Taiwan Semiconductor Mfg. Co. Ltd. TSM Hu Jiayu
JPMorgan Chase & Co JPM Mei Aaron
Bank of America Corp BAC Dailey Ian
Mastercard Inc MA Guo Yu
Procter & Gamble Co PG Nguyen Wilona
Alibaba Group Holding Ltd – ADR BABA Sanfeliu Carlos Andres
Walmart Inc WMT Salem Hussein
Coca-Cola Co KO Castillo Gaby
Pfizer Inc. PFE Solis-Mendez Sharon
Oracle Corporation ORCL Soares De Mello Wong Paulo
Costco Wholesale Corporation COST Pujols Ana
Walt Disney Co DIS Li Zhulin
Nike Inc NKE Chen Violet
Danaher Corporation DHR Cody Elena
Company Ticker Last Name First Name
Adobe Inc ADBE Graves Sydney
Comcast Corporation CMCSA Chari Shamika
Salesforce Inc CRM Chung Daniel
NextEra Energy Inc NEE Worku Tiggy
Charles Schwab Corporation SCHW Thepade Mitali Amit
Boeing Co BA Brown Lucas
Goldman Sachs Group Inc GS Cheema Asad
Intel Corporation INTC Bagli Rohan
Deere & Company DE Glockenmeier James
Lockheed Martin Corp LMT Stylianou Yioli
PayPal Holdings Inc PYPL Zhao Yilan
Regeneron Pharmaceuticals Inc REGN Hardt Joseph
Moderna Inc MRNA Zhao Yingqi
3M Co MMM Bonnefil Xavier
Block Inc SQ Underwood Phineas
Visa Inc V Maletta Thea
Roper Technologies Inc ROP Bai Shiqing
Fortinet Inc FTNT Dean Hunter
Arista Networks Inc ANET Zhao Samuel
Enphase Energy Inc ENPH Kang Xiaocheng
McCormick & Company Inc MKC Rodriguez Claudia
IDEX Corporation IEX Ji Kevin
Teladoc Health Inc TDOC Cook Olivia
Canadian Solar Inc CSIQ Ibrahim Mohamed
Assignment 1, Due by February 13, 2023, post on Blackboard:
● Read the following:
○ Business component of the GWII Investment Framework
○ Management component of the GWII Investment Framework
○ Price vs. Valuation (P/V) component of the GWII Investment Framework
○ Balance Sheet component of the GWII Investment Framework
○ BMBP – Putting it all together
● Write a one page (double spaced) overview of the management of your assigned company
using the blog post about management as your guide. Include metrics that you think are
relevant. Post on Blackboard.
● Start following your company (read news about the company, get familiar with its business,
its customers, products, etc). 13
Thank you.
This is a course overview for Undergraduate Research 4001-12 at the GW School of Business in Spring 2023. The course is focused on financial research and aims to teach students how to analyze the management of a company and turn qualitative findings into quantitative output that can guide investment decisions. Students will work on fully quantifying the Management component of the GW Investment Institute Investment Framework: Business, Management, Price vs. Valuation, Balance Sheet (BMPB). Each student will perform research on a specific publicly listed company owned by the GW endowment/Student Investment Funds (SIFs).

The assignments for the course include a high-level overview of the GWII Investment Framework, research and analysis of qualitative data to produce scores for company management teams, and a summary of all research findings as final deliverables. Each student has been assigned a specific company to research and analyze, and they are expected to read several blog posts to familiarize themselves with the framework. The due dates for the assignments are February 13, 2023, March 6, 2023, and April 10, 2023, respectively.

The instructor for the course is Rodney E. Lake, who is the Teaching Instructor of Finance, the Director of the GW Investment Institute, and the Vice Dean for Undergraduate Programs. Office hours are available on Thursdays from 10:00 AM to 11:00 AM, and students can sign up for office hours using the provided link. The course will also have three research class meetings with Professor Lake on February 14, 2023, March 7, 2023, and April 11, 2023, at a location to be determined.

The list of companies assigned to students includes Tencent Holdings ADR, Apple Inc, Microsoft Corp, Alphabet Inc Class A,, Inc., Berkshire Hathaway Inc Class B, NVIDIA Corporation, Meta Platforms Inc

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