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 1–3 of 3 · filtered from 100Clear filters
  1. 010Buy an office building at a 7.5% cap rate on Rs 30 crore of income, with 2% costs, 4% growth, a 55% interest-only loan at 9% and an exit at an 8.0% cap rate after five years. What are the levered IRR and equity multiple, and which input moves the return most?Real assets and private marketsHardCarlyle GroupWashington · 2015
  2. 023A real estate debt sleeve holds EUR 600 million of loans on Northern European offices, Southern European retail and Gulf logistics. Stress interest rates up 100 basis points and cap rates up 75. Which loans breach a 70% loan to value or a 1.5 times interest cover covenant?Real assets and private marketsHardPIMCOMunich · 2024
  3. 048Paper LBO on a media business: buy at 10 times EBITDA of Rs 80 crore with 5 times debt at 10%, EBITDA grows 8%, all free cash flow after interest repays debt, and exit at 10 times in year five. Then answer quickly: what if exit is 9 times, leverage is 6 times, or growth is 4%?Real assets and private marketsHardNeuberger BermanLondon · 2026TPGBeijing · 2018

Company names and figures are illustrative.