Fall 2020 Competition #1

October 10, 2020

For the first Stock Pitch Competition of the 2020-21 academic year, the Big Red Investment Club hosted a

similar competition style to the one in May 2020. Competitors submitted reports and videos virtually

but were able to connect in-person and access valuable research tools, like Bloomberg terminals.

This competition produced some of our portfolio’s most successful holdings to-date and built

confidence in the club’s ability to compete in the 2020 CFA® Equity Research Challenge.

Senior Portfolio Manager, Ryan Nyffeler

Faculty Advisor, Dr. Richard DeFusco

Judges:

Ryan Nyffeler, SPM

Dr. Richard DeFusco, Faculty Advisor

Equities Pitched:

Centra Garden & Pet Co. (CENTA)

Castle Biosciences Inc. (CSTL)

Enviva Corp. (EVA)

Glu Mobile Inc. (GLUU)

Palomar Holding Inc. (PLMR)

Perficient, Inc. (PRFT)

Sprouts Farmers Market (SFM)

Watts Water Technologies, Inc. (WTS)