Students admitted into the Value Investing Concentration will be expected to participate in the following key components:

Value Investing Concentration Core Courses:

  • ECON 168: Value Investing (Fall)
  • ECON 167: History of Financial Crises (Fall)
  • ECON 169: Applied Value Investing (Winter)
  • ECON 177: Special Projects in Investing (Spring)
  • ECON 106S: Competitive Strategy (Spring)

Value Investing Concentration Electives – Taking Two, as an undergraduate, from:

  • ECON 106F: Finance
  • ECON 106P: Pricing and Strategies
  • ECON 106V: Investments
  • ECON 143: Advanced Econometrics
  • ECON 165: History of Capitalism in the American Economy
  • ECON 181: Development of Economic Institutions in Western Europe
  • MGMT 120A: Intermediate Financial Accounting 1
  • MGMT 120B: Intermediate Financial Accounting 2
  • MGMT 126: Financial Statement Analysis
  • MGMT 170: Real Estate Finance and Investment 

Financial Modeling Academies

Our new partnership with Wall Street Prep (WSP) gives program participants access to learning modules covering critical valuation techniques used in the investments industry. The following WSP courses will be embedded into the concentration coursework throughout the academic year:

Accounting Review
Excel Crash Course
Financial Statement Modeling
DCF Modeling
M&A Modeling
LBO Modeling

Value Investing Concentration Pre-Requisites: 

In addition to the full set of lower division requirements for the Economics or Business Economics Major, Value Investing Concentration applicants must satisfy the following courses before commencing the concentration:

  • ECON 101: Microeconomic Theory (If not completed prior to entering the concentration, students may concurrently enroll in Econ 101 during fall quarter)
  • MGMT 1A: Principles of Accounting I
  • MGMT 1B: Principles of Accounting II