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Portfolio Management Team

About Us

The purpose of our organization is to educate undergraduate students on the principles of investing. In particular, the organization will aim to teach students about the importance of long-term value investing and other market strategies.   

 
By joining PMT, we will help you:
 
  • Improve your overall financial market literacy
  • Provide framework for future financial independence
  • Show new ways to value and look over specific companies and funds
  • Improve your presentation skills with enjoyable and thought provoking weekly meetings

Our Approach

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Value Investing
At PMT, our investment strategy involves a large blend that primarily invests in companies that fall within the value category.  These companies typically are categorized as financially healthy companies that are trading below it's intrinsic value.

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Fundamental Analysis
At PMT, our main approach to portfolio analysis is through basic fundamentals. In this approach, we analyze the current economic climate as well as the financial health of each of our holdings to determine the composition of our overall portfolio. We also couple this with doing comparative analysis between our current holdings and their competitors. 


 

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Diversification  
In alignment with our focus on risk adverse investing, we ensure that our portfolio is diversified in order to mitigate risk while still ensuring overall portfolio growth. As a result, PMT invests in five different sectors: healthcare, technology, energy, consumer goods, and financials.