•One of 17 students selected via an application process to manage a $12M equity portfolio (20 hour/week commitment).•Utilized discounted cash flow (DCF) models and bottom-up approach to value companies.•Conducted industry research and examined the key business/growth drivers for companies being evaluated.•Analyzed financial statements and forecasted financial metrics over a future ten-year period (revenue, EBITDA margin, capital expenditures/investments, working capital, etc.).•Presented investment recommendations to various levels of stakeholders, which contributed to team outperforming the S&P 500 benchmark by 5%.•Monitored quarterly release of performance indicators and analyzed causes of variance between expected and actual results.