NBA 5120

Last Updated

  • Schedule of Classes - June 11, 2025 2:48PM EDT

NBA 5120
Applied Portfolio Management

Course information provided by the 2025-2026 Catalog.

This course is an introduction to the theory and practice of fundamental research, quantitative equity security selection, and equity portfolio management. Students have the unique opportunity as part of this course to manage the Cayuga Fund, a student managed fund with $1 million in assets under management from the Cornell University endowment. Students will serve as fundamental analysts, quantitative analysts and portfolio specialists for the fund. Instruction on analysis, portfolio management and the investment business are included in this course. Students are expected to assume leadership for managing the Fund by the end of the semester. The experience is similar to that offered to rising analysts and portfolio managers in buy-side investment firms. Students will learn credit research techniques, maintain their stock coverage and continue managing the Fund in the spring.


Enrollment Information REF-F25 Enrollment limited to: MBA students.

Last 3 terms offered 2025SP, 2024FA, 2024SP

View Enrollment Information

Syllabi: none

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  •  5589 NBA 5120   LEC 001

    • TR
    • Aug 25 - Dec 8, 2025

    • Edwards, A

      Stewart, S

  • Instruction Mode: In Person

    Enrollment limited to: second-year Master of Business Administration (MBA) students. Application required. Application closing dates are well in advance of registration. This class is a year long class. This course counts as a Management Science Elective.
    Add/drop dates: 9:00am, August 18, 2025 – 11:59pm September 8, 2025. Students are required to obtain faculty permission to add/drop after September 8, 2025. If you drop after October 20, 2025, a “W” will be posted on your transcript.

    Instructor Consent Required (Add)