High Quality
Open the downloaded document, and select print from the file menu (PDF reader required).
A Hedge Fund Liquidation StoryBuy PitchHalliburton Spinoff: KBR
November 3rdJames CullenPortfolio Manager Boston College Investment Club
The BCIC Portfolio
•Still Over-Diversified
–In Sum, Need to Reduce Number of Holdings –New Buys Must Be Large Part of Portfolio
•But Fear is Widespread
–Club Has Cash, Bargains Exist –Selectively Add Holdings
Proposal: Buy 600 shares = $8,700 (3.8%)
KBR Overview
•A Spinoff of Halliburton•Diverse Construction, Engineering, andServices Company
–Government and Infrastructure –Upstream/Downstream Energy –Services (Construction and Industrial) –Technology (Value-Added Refining) –Venture (Financing and Investing in Projects)
Add a Comment