Portfolio Management case studies, worked step by step

Cases
100
Traced to a firm
50
Topics
13
Hard
30
Topic
All topicsStock pitch and thesis defence11Fixed income, credit and LDI11Strategic and tactical allocation7Factor investing and quant6Company analysis and valuation7Performance evaluation and manager selection7Client mandates and IPS8Risk management and limit breaches8Rebalancing, implementation and costs7Real assets and private markets8Portfolio construction and optimisation7Macro and multi-asset scenarios7Asset management business and products6
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–7 of 7 · filtered from 100Clear filters
  1. 001Garudvahan Aerospace has eight years of orders, but production problems have cut deliveries by 20% and it carries net debt. Is it a good investment? Give a two-line thesis on the spot.Stock pitch and thesis defenceWarm upSchrodersNew York · 2025
  2. 003A family office asks: if you had to put Rs 1 lakh into one asset for ten years, which would it be? Build the expected return for bonds, equities, gold and a REIT from building blocks and choose.Strategic and tactical allocationWarm upInvescoDallas · 2023
  3. 005Rapid fire on a cement company: from its share price, share count, net debt, EBITDA, capacity and the cost of a new plant, give its enterprise value, EV to EBITDA, EV per tonne, and say whether it is cheaper to buy or to build.Company analysis and valuationWarm upFidelity InvestmentsToronto · 2024
  4. 030Three unlabelled companies: X has an 85% gross margin and spends 20% of revenue on research; Y has a 22% gross margin and 90 days of inventory; Z has a 55% EBITDA margin, depreciation at 20% of revenue and heavy interest. Which industries are they in?Company analysis and valuationWarm upT. Rowe PriceBaltimore · 2022
  5. 052A client's 70/30 portfolio has just lost ground after a 22% fall in equities, and he calls to sell everything. What are his weights now, what does his policy say to do, and what would selling lock in?Client mandates and IPSWarm upMorgan StanleyBoca Raton · 2026
  6. 055An investor will put Rs 25,000 a month into the index for ten years. Compare an ETF with a low fee but brokerage, a spread and a demat account against an index fund with a higher fee. Which costs less, and when does the answer flip?Rebalancing, implementation and costsWarm upVanguardMalvern · 2026VanguardMalvern · 2026
  7. 076Give me a two-minute pitch on Rangrez Paints: one thesis, one catalyst, one risk.Stock pitch and thesis defenceWarm upNorthern TrustChicago · 2022

Company names and figures are illustrative.