Mutual Fund Mastery case studies, worked step by step

Cases
100
Traced to a firm
31
Topics
14
Hard
32
Topic
All topicsEquity research and stock pitches15Fund selection and due diligence9Debt fund credit decisions8Client portfolios and goal planning9Index funds, ETFs and passive6AMC and distribution economics6Performance review and attribution6Duration and rates positioning6Liquidity, redemptions and stress7Scheme design and product strategy7Compliance, risk limits and conduct6Valuing listed securities: IPOs, DCF and REITs5NAV operations and operational risk5Retirement, withdrawals and life events5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 11–15 of 15 · filtered from 100Clear filters
  1. 067Rapid-fire investing case: Madhurima Biscuits has revenue of Rs 3,000 crore, a 12% EBITDA margin and raw materials at 33% of revenue. If wheat and sugar rise 10%, what happens to EBITDA, what price rise restores it, and what volume loss would cancel that price rise?Equity research and stock pitchesCoreFidelity InvestmentsToronto · 2024
  2. 075Pitch Bhandarika Logistics, a warehousing company with 18 million sq ft, 91% occupancy, 5% annual rent escalation and a 12% yield on new capex. Is its growth funded by debt or by cash flow, and what is the pitch?Equity research and stock pitchesCoreFidelity InvestmentsToronto · 2024
  3. 082A fund holds an electricals company whose receivable days rose from 65 to 140 in two years, whose operating cash flow is 0.2 times EBITDA, and which sells 18% to related parties. Build the case to exit fully, and say what evidence would change your mind.Equity research and stock pitchesHardEquity research at AMCsGlobal asset managers
  4. 086A private wealth client asks your view on a tractor maker trading at 14 times earnings after a 30% fall on two weak monsoon quarters. Give a brief bull and bear case and a view in under two minutes.Equity research and stock pitchesWarm upNorthern TrustChicago · 2022
  5. 097An exam-prep subscription company has a customer acquisition cost of Rs 1,800, annual revenue per learner of Rs 3,200 at 65% gross margin, and 55% of learners renew each year. Does it have a competitive advantage and barriers to entry, and can its revenue growth last?Equity research and stock pitchesCoreMorningstarAnonymous interview candidate in · 2023

Company names and figures are illustrative.