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 1–6 of 6 · filtered from 100Clear filters
  1. 014Pitch a trucking company on operating leverage: revenue Rs 3,000 crore, fixed costs Rs 600 crore, variable costs 70% of revenue. If revenue rises 15%, what happens to operating profit, and how do you answer when the interviewer attacks each assumption?Stock pitch and thesis defenceCoreWellington ManagementBoston · 2019
  2. 024In a risk interview, pitch a pharma stock risk first: 45% of revenue from US generics, one plant under regulatory observation, a downside of minus 35% at 30% probability and an upside of plus 40% at 70%. What is the expected return, and how large a position does it justify?Stock pitch and thesis defenceCoreFranklin TempletonSan Mateo · 2017
  3. 027A two-wheeler maker's electric share of volume rises from 5% to 25% in four years at an 8% margin, against 13% on petrol models. Does the shift raise or lower the company's value if the market pays a higher multiple for electric earnings?Stock pitch and thesis defenceCoreWellington ManagementHong Kong · 2022
  4. 040Pitch a beverages company and cross-check the valuation: it trades at 35 times earnings, while a DCF with free cash flow of Rs 300 crore growing 15% for five years, then 6%, at an 11.5% discount rate gives a different answer. Find the assumption that reconciles the two.Stock pitch and thesis defenceCoreSchrodersLondon · 2024SchrodersLondon · 2024
  5. 057Pitch a tile maker on capital allocation: net cash is a fifth of its market value and it throws off steady free cash flow. Compare a buyback with new capex, and say what re-rating a commitment to return cash could bring.Stock pitch and thesis defenceCoreAmundiBotson · 2022
  6. 089Pitch a listed jeweller as a quality-at-a-reasonable-price long. Tie it to your investment philosophy and explain how the gold price risk is handled.Stock pitch and thesis defenceCoreFranklin TempletonSan Mateo · 2024

Company names and figures are illustrative.