AFM 424 - Equity Investments
This course addresses principles of equity investments, including risk and return relationships, fundamental analysis of equities based on macroeconomic, industry and company-specific factors, financial statement analysis, and technical analysis. Portfolio allocation, performance measurement, and ethical and professional standards in the investment profession are also covered.
Prerequisites
One of AFM272/ACTSC291, AFM273, ACTSC372, ECON371.
Offerings
Spring 2025 [1255]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2324 | 18 / 60 | 19:00 - 21:50 | M | | |
Winter 2025 [1251]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3454 | 23 / 70 | 14:30 - 15:50 | M,W | | |
Spring 2024 [1245]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2355 | 26 / 50 | 14:30 - 17:20 | M | | |
Winter 2024 [1241]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3482 | 15 / 60 | 18:30 - 21:20 | M | | |
| TST 101 | 3784 | 0 / 60 | | | | |
Fall 2023 [1239]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 8839 | 22 / 70 | 13:00 - 14:20 | M,W | | |
Spring 2023 [1235]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2365 | 37 / 50 | 14:30 - 15:50 | M | | |
Winter 2023 [1231]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3500 | 47 / 70 | 14:30 - 15:50 | T,Th | HH 1106 | Alan Huang |
| TST 101 | 3872 | 47 / 70 | 18:30 - 20:00 | F | | |
Fall 2022 [1229]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3772 | 17 / 70 | 14:30 - 15:50 | T,Th | HH 1106 | Andrew Ecclestone |
| TST 101 | 3985 | 17 / 70 | | | | |
Spring 2022 [1225]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2377 | 44 / 60 | 14:30 - 15:50 | M,W | HH 1106 | Andrew Ecclestone |
| TST 101 | 5703 | 44 / 60 | | | | |
Winter 2022 [1221]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3529 | 53 / 60 | 17:30 - 18:50 | M,W | HH 1108 | Andrew Ecclestone |
| TST 101 | 4050 | 53 / 60 | | | | |
Fall 2021 [1219]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3618 | 31 / 70 | 13:00 - 14:20 | T | | Bruce Everitt |
| LEC 002 | 4155 | 0 / 70 | | | | |
| TST 101 | 3885 | 0 / 140 | | | | |
Spring 2021 [1215]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 041 | 2297 | 32 / 70 | 09:00 - 10:20 | M | | Andrew Ecclestone |
Winter 2021 [1211]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 041 | 3584 | 63 / 90 | 10:00 - 11:20 | W | | Andrew Ecclestone |
Fall 2020 [1209]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 041 | 3660 | 64 / 70 | | | | Andrew Ecclestone |
Spring 2020 [1205]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2390 | 56 / 70 | | | | Neal Stoughton |
Winter 2020 [1201]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3603 | 35 / 40 | 13:00 - 14:20 | M | HH 1104 | Andrew Ecclestone |
| LEC 002 | 3604 | 36 / 40 | 14:30 - 15:50 | M | HH 1104 | Andrew Ecclestone |
| TST 101 | 8003 | 71 / 80 | | | | |
Fall 2019 [1199]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3629 | 20 / 28 | 11:30 - 12:50 | M | HH 2107 | Bruce Everitt |
| LEC 002 | 8193 | 25 / 28 | 13:00 - 14:20 | M | HH 2107 | Bruce Everitt |
| TST 101 | 3957 | 45 / 56 | | | | |
Spring 2019 [1195]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2377 | 38 / 50 | 17:30 - 20:20 | Th | HH 1102 | Bruce Everitt |
| TST 101 | 2378 | 38 / 50 | | | | |
Winter 2019 [1191]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3538 | 46 / 70 | 13:00 - 14:20 | M | HH 1108 | Andrew Peter Ecclestone |
| LEC 002 | 3539 | 44 / 70 | 14:30 - 15:50 | M | HH 1108 | Andrew Peter Ecclestone |
| LEC 003 | 9449 | 1 / 1 | | | | |
Fall 2018 [1189]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3561 | 44 / 50 | 11:30 - 12:50 | M | HH 2107 | Andrew Peter Ecclestone |
| TST 101 | 4064 | 44 / 50 | | | | |
Spring 2018 [1185]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2317 | 46 / 50 | 14:30 - 15:50 | T,Th | PAS 1229 | Andrew Peter Ecclestone |
| TST 101 | 2318 | 46 / 50 | | | | |
Winter 2018 [1181]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3714 | 37 / 45 | 13:00 - 14:20 | T,Th | HH 1104 | Andrew Peter Ecclestone |
| LEC 002 | 3715 | 40 / 45 | 14:30 - 15:50 | T,Th | HH 1104 | Andrew Peter Ecclestone |
| TST 101 | 3716 | 77 / 90 | | | | |
Fall 2017 [1179]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3752 | 27 / 42 | 13:00 - 14:20 | T,Th | HH 2104 | Andrew Peter Ecclestone |
| LEC 002 | 9014 | 37 / 42 | 14:30 - 15:50 | T,Th | HH 2104 | Andrew Peter Ecclestone |
| TST 101 | 8488 | 64 / 84 | | | | |
Spring 2017 [1175]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2378 | 62 / 70 | 13:00 - 14:20 | M,W | HH 1104 | John D'Amato |
| TST 101 | 2379 | 62 / 70 | | | | |
Winter 2017 [1171]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3635 | 34 / 35 | 13:00 - 14:20 | T,Th | HH 1106 | Andrew Peter Ecclestone |
| LEC 002 | 3636 | 23 / 35 | 14:30 - 15:50 | T,Th | HH 1106 | Andrew Peter Ecclestone |
| LEC 003 | 9985 | 1 / 1 | | | | |
| TST 101 | 3637 | 57 / 70 | 19:00 - 20:50 | Th | | |
Fall 2016 [1169]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 3927 | 62 / 70 | 19:00 - 21:50 | M | HH 1104 | John D'Amato |
Spring 2016 [1165]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 2477 | 32 / 50 | 10:00 - 11:20 | T,Th | HH 1104 | Andrew Peter Ecclestone |
| LEC 002 | 5160 | 30 / 50 | 14:30 - 15:50 | T,Th | HH 1108 | Andrew Peter Ecclestone |
| TST 101 | 2478 | 62 / 100 | 17:30 - 19:50 | T | | |
Winter 2016 [1161]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 4405 | 25 / 40 | 10:00 - 11:20 | M,W | HH 1102 | Alan Huang |
| LEC 002 | 4406 | 34 / 40 | 11:30 - 12:50 | M,W | HH 1102 | Alan Huang |
| TST 101 | 4407 | 59 / 80 | 19:00 - 21:20 | W | | |
Fall 2015 [1159]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 4452 | 29 / 55 | 11:30 - 12:50 | M,W | HH 1104 | Alan Huang |
| TST 101 | 4454 | 29 / 55 | 18:30 - 20:50 | W | | |
Spring 2015 [1155]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 4622 | 57 / 75 | 16:00 - 17:20 | T,Th | HH 1102 | Andrew Peter Ecclestone |
| TST 101 | 4623 | 57 / 75 | 19:30 - 21:20 | F | | |
Winter 2015 [1151]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 7632 | 38 / 44 | 10:00 - 11:20 | T,Th | RCH 306 | Andrew Peter Ecclestone |
| LEC 002 | 7633 | 33 / 44 | 11:30 - 12:50 | T,Th | RCH 306 | Andrew Peter Ecclestone |
| TST 101 | 7634 | 71 / 88 | | | | |
Fall 2014 [1149]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|
| LEC 001 | 7872 | 17 / 35 | 11:30 - 12:50 | M,W | HH 1106 | Alan Huang |
| LEC 002 | 7873 | 10 / 35 | 13:00 - 14:20 | M,W | HH 1106 | Alan Huang |
| TST 101 | 7874 | 27 / 70 | 18:30 - 20:50 | W | | |
UW Flow Ratings
Liked: 54.55%
Easy: 58.33%
Useful: 70.83 %
AFM 424 leads to