In this case succession, Margaret Ballis, a soon-to-be Darden School of Business graduate, is about to begin her dream job at a leading investment management company. Ballis is trying to assess her capability, she questions whether it's even possible to achieve persistent performance as a fund manager. Using data downloaded from Morningstar, Inc., on 2,852 mutual funds, pupils are prompted to investigate whether funds that beat the S&P 500 Index standard during a five-year period are more likely to overcome the Index over the next five-year period.
Pupils are requested to take a closer look at the "hot hand" phenomenon by investigating investors' reactions to streaks of operation and examining whether funds that outperformed their peers several years in a row additionally outgrow their peers in terms of size. The A case (UVA-F-1621) and its addition (UVA F 1623) can be utilized to support an introductory course in data analysis with an emphasis on PivotTables, data filtering, and regressions. The B case (UVA-F-1622) can be utilized to support a more advanced financial analysis for students with some exposure to the CAPM model. There are two auxiliary spreadsheets: one for pupils (UVA-F-1621X) and one for teachers (UVA F 1621TNX).
PUBLICATION DATE: February 04, 2011 PRODUCT #: UV5612-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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