Hedge Funds case studies, worked step by step
- Cases
- 100
- Traced to a firm
- 31
- Topics
- 13
- Hard
- 30
Topic
All topicsCredit, distressed and capital structure7Earnings, models and KPIs8Event-driven and merger arbitrage7Fund economics, NAV and LP decisions8Global macro trades7Long pitches and valuation14Manager evaluation and attribution7Pairs and relative value5Portfolio construction and sizing7Risk limits and drawdowns7Short selling6Systematic research and data11Volatility, options and convertibles6
Showing 1–3 of 3 · filtered from 100Clear filters
- 018Mervaan Foods, a consumer staple, trades at 35x earnings against a five-year average of 45x. Earnings grow 12% a year and the dividend yield is 1.5%. If the multiple recovers only to 40x over three years, what annual return does the stock offer, and what if it stays at 35x?Balyasny Asset ManagementNew York · 2024
- 068Tarsil Pharma trades at 14x earnings while three peers trade at 20x, 22x and 24x. But 35% of Tarsil's revenue comes from one US product that loses patent protection in two years, which would cut earnings by 30%. Is Tarsil mispriced against its peers?Point72London · 2026
- 081Tessaro Hospitals runs 3,000 beds at 62% occupancy and earns an average of Rs 50,000 per occupied bed-day. Your structured idea is that occupancy rises to 72% in two years as new wings mature, with 50% of incremental revenue flowing to EBITDA. Set out the thesis, the catalyst, the numbers and the main risk.Point72London · 2026
Company names and figures are illustrative.