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
Showing 1–3 of 3 · filtered from 100Clear filters
- 050Your stock pitch on a restaurant chain says margins rise from 12% to 17% as input costs fall 10%. The interviewer asks: what if costs don't fall? Show earnings per share under both cases and what the current price implies.Apollo Global ManagementAnonymous interview candidate in · 2021Apollo Global ManagementRemote · 2021Apollo Global ManagementAnonymous interview candidate in · 2021
- 070Prepare a full pitch on a specialty chemicals maker doubling capacity from 40,000 to 80,000 tonnes over three years for Rs 1,200 crore at EBITDA of Rs 45,000 a tonne. Value it at 18 times year-three earnings against today's price and identify the assumption you must defend.Wellington ManagementBoston · 2024
- 100Build a short case on a consumer durables maker whose revenue rose 25% while receivables rose 70%, with operating cash flow at 30% of EBITDA, 40% of promoter shares pledged, 55 times earnings and a 3% annual cost to borrow the stock. Size it and set the stop.Hedge fundsFundamental asset management
Company names and figures are illustrative.