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 1–2 of 2 · 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. 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.