Quality Shareholders

[WLOs: 3, 4] [CLOs: 3, 4, 6]

Prior to completing this assignment, read Chapter 13 in the Dhandho Investor, Lawrence Cunningham’s Initiative on Quality Shareholders Highlights Download Initiative on Quality Shareholders Highlights, and Jason Gordon’s Total Shareholder Return – ExplainedLinks to an external site..

Cunningham (2020) “compared two portfolios over the study period (2014–2018): one comprised of the 25 companies attracting the highest density of QSs [Quality Shareholders] and the other of the 25 attracting the lowest density of QS. The high QS density portfolio outperformed the low QS density portfolio in each of those five years” based on cumulative return data for the five-year period (p. 33).

Choose one company from the list of quality shareholder (QS) attractors in the article.

In your paper,

• Explain eight successful corporate policies or practices that your chosen company uses as a QS attractor.
  • Cite examples from your chosen company using the Introduction to APALinks to an external site. guidelines.
• Compare a company’s capital allocation strategy to the Dhandho principle of low-risk, high-return approach.
  • Cite examples from your chosen company using APA StyleLinks to an external site..
• Calculate the cumulative shareholder return for your chosen company for the period 2014–2018.
• Compare the cumulative return you calculated for your chosen company to the cumulative return on two major stock indices for the period 2014–2018.
• Compare the evidence of the investment performance exhibited by quality shareholders to other active management investment strategies.
  • Provide two additional sources in your comparison.

The Quality Shareholders paper,

• Must be five to seven double-spaced pages in length (not including title and references pages) and formatted according to APA StyleLinks to an external site. as outlined in the Writing Center’s APA Formatting for Microsoft WordLinks to an external site. resource.
• Must include a separate title page with the following:
  • Title of paper in bold font
    • Space should appear between the title and the rest of the information on the title page.
  • Student’s name
  • Name of institution (The University of Arizona Global Campus)
  • Course name and number
  • Instructor’s name
  • Due date
• Must utilize academic voice. See the Academic VoiceLinks to an external site. resource for additional guidance.
• Must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.
  • For assistance on writing Introductions & ConclusionsLinks to an external site. and Writing a Thesis StatementLinks to an external site., refer to the Writing Center resources.
• Must use at least two scholarly, peer-reviewed, or credible sources other than Dhandho and the required resources that support this assignment.
  • The Scholarly, Peer-Reviewed, and Other Credible SourcesLinks to an external site. table offers additional guidance on appropriate source types. If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source.
  • To assist you in completing the research required for this assignment, view the Quick and Easy Library ResearchLinks to an external site. tutorial, which introduces the University of Arizona Global Campus Library and the research process, and provides some library search tips.
• Must document any information used from sources in APA Style as outlined in the Writing Center’s APA: Citing Within Your PaperLinks to an external site. guide.
• Must include a separate references page that is formatted according to APA Style as outlined in the Writing Center. See the APA: Formatting Your References ListLinks to an external site. resource in the Writing Center for specifications.

Carefully review the Grading RubricLinks to an external site. for the criteria that will be used to evaluate your assignment.