Spring 2009 MBA Course

B9301-051: Advanced Investment Research

M - Full Term, 04:15PM to 07:30PM

Location: URI 328

Instructor: Ken Shubin Stein

Corequisite(s): B6302

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This course helps students develop superior investment ideas by conducting creative, value-added research.  Students act as hedge fund analysts by working through an intense research process with the objective of developing strong conviction around their investment conclusions.  A primary, in-the-trenches research approach is employed.  Each student will analyze one or two companies in-depth all semester.  The professors and guest investment professionals discuss student ideas and share their investment philosophies. The final exam is a presentation of student investment ideas to a panel of prominent hedge fund managers.
Note: This seminar is not open to the bidding process.  

The interactive nature of the in-class experience will be intense. Only take this course if you have adequate time for the thorough preparation necessary to rigorously defend your investment ideas and contribute meaningfully to class discussion on a weekly basis.


Kenneth Shubin Stein

Adjunct ProfessorDr. Shubin Stein is the founder of Spencer Capital Management, LLC. In 2000 he founded Kenshu, LLC, the predecessor to the Spencer Capital Opportunity Fund, LP, which was formed in 2003. From 2001 to 2003 Dr. Shubin Stein managed Kenshu, LLC while also working as a portfolio manager for Promethean Investment Group, LLC. He joined Promethean after completing his internship in orthopedic medicine at Mount Sinai Medical Center in...

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