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 1–4 of 4 · filtered from 100Clear filters
  1. 018A payroll software company has earned a 28% return on capital against a 12% cost of capital for ten years, with 4% annual customer churn. What are its competitive advantages and barriers to entry, can it sustain 18% revenue growth, and how much is the excess return worth?Company analysis and valuationCoreMorningstarAnonymous interview candidate in · 2023
  2. 043How would you take a university public? It has 12,000 students paying Rs 3 lakh a year at a 30% operating margin. Using a sector EV to EBITDA of 18 times, set the valuation, the split between new and existing shares, and the price per share.Company analysis and valuationCoreWellington ManagementBoston · 2024
  3. 058Value a consumer company with a simple two-stage DCF: free cash flow of Rs 50 crore next year growing 12% for five years, then 5% for ever, at a 12% discount rate. Compare the value per share with a Rs 120 share price.Company analysis and valuationCoreHPS Investment PartnersNew York · 2025
  4. 088Write the investment memo on a hospital chain with 1,200 beds that is building a new 300-bed hospital. What goes in the first line, and what numbers support it?Company analysis and valuationCoreFidelity InvestmentsToronto · 2026

Company names and figures are illustrative.