blyth fund background

Charles R. Blyth FundStanford’s Premier Investing Group

10/24/09Alumni Homecoming Reunion 2009

Mission Statement

To teach students fundamental research, pitching, and investing in a professional

team atmosphere by actively managing a real 6-figure portfolio. Blyth Fund alumni should have a strong sense of investing and business fundamentals as well as a

strong network of like-minded individuals once they graduate from Stanford.


Charles R. Blyth

• Charles R. Blyth formed Blyth, Witter & Co. with Dean Witter in 1914

• Blyth, Witter & Co. became Eastman Dillon Union Securities & Co. in 1972

• Eastman Dillon merged with Paine Webber in 1979

• Paine Webber merged with UBS in 2000


Current Portfolio Holdings


Past Portfolio Holdings


Portfolio Statistics

• Initial Donation: $78,000• Current Value: $136,041• Highest Value (since ‘07): $208,151


Performance in 2007

$165,000

$170,000

$175,000

$180,000

$185,000

$190,000

$195,000

$200,000

$205,000

$210,000

Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec

Account Value in 2007


Performance in 2008

$0

$20,000

$40,000

$60,000

$80,000

$100,000

$120,000

$140,000

$160,000

$180,000

$200,000




Performance in 2009

$0

$20,000

$40,000

$60,000

$80,000

$100,000

$120,000

$140,000




Director Introductions

• Patrick Hayes– Houston, TX– MS&E– Energy, Insurance,

Industrials – SAT Prep Company– Hiking, biking,

outdoors



• Jon Kuo– Shanghai, China– Econ Major & Statistics Coterm– TMT and Debt – Sales & Trading at Goldman– Espresso connoisseur



• Monte Malhotra– Saratoga, CA– Econ Major– Published Young

Investor’s Guide to Retiring Young

– Real Estate Investing– Cisco Business

Development– Football



• Raffi Mardirosian– San Rafael, CA– Public Policy,

Economics, Middle Eastern Languages

– Medical Equipment & Alt Energy

– BNP Paribas– Squash, sailing, hiking



• Erin Parker– Baguio, Philippines– Econ Major & Math Minor– Healthcare / Pharma /

FIG– Financial Technology

Partners– Half marathon running

and 19th century literature



• Jonny Shea– San Gabriel, CA– London School of

Economics– Econ Major & Math Minor– Retail and Technology– Mutual Funds– Table Tennis, Fantasy

Football, Basketball



• Dayu Yang– Economics– REITs – Technical Analysis

Team Leader– Poker,

Photography, Traveling


Advisory Committee

• Fouad Zakharia– Paris, France– Genetics & Financial

Math– Cornell Alum– Financials, Energy, FI– Financial modeling and

valuation advisory


Dodge & Cox Visit


Fall 2009 Social Dinner

blyth fund background

Economy & Finance

alumni homecoming reunion

blyth fund alumni

blyth charles

account value

current value

highest value

current portfolio holdings

figure portfolio