Portfolio Management Harvard Case Solution & Analysis

Portfolio Management Case Solution

Portfolio Management analysis

In order to handle the portfolio of different companies, the fund managers involves in a critical evaluation of managing the stocks of different portfolio companies and conclude the annual results to the investors regarding to take decision about the current investment within the selected companies.

Business Development Corporation

This sector is the most popular in the recent history due to increasing in the average market share of the emerging venture capital investment companies. Therefore the selected companies under this sector has been included in order to assess the expected returns and risk of the portfolio.

Company analysis

Ares Capital Corporation

It is determined that the average return of the company has been reduced since the start of 2016, which shows that its expected rate of return will tend to decrease. On the other side, the price changes has less volatility and thus generates minor standard deviation in order to reduce the risk but the overall summary indicates that the company is still struggling to make break even results.

Main Street Capital Corporation 

From the following result, it is determined that the average results of MSCC indicates the moderate level of returns and is expected to grow in the same direction. While the price volatility under the standard deviation is high and thus it indicates that the risk factor is high enough to control sudden changes.

MVC Capital, Inc.

The results under the case shows that MVC Capital generates more returns as compared to other business development corporations. It is analysed that the expected rate of return will generate 2.48% annually over the number of years, standard deviation is already low so the assumptions will be quite beneficial for the investors to take considerations about the current investments.

Valeant Pharmaceuticals

According to the current results, it determined that Valeant Pharmaceuticalsshows highest level of average returns among all the selected portfolio companies. So it has highest standard deviation as compared to other business development companies. It illustrates that the more return will impose the more risk factor. So every investor will take a critical decision of whether to invest in the highly risky stock or not.

McKesson Corporation

The average return of the company shows the favourable results for the investors due to moderate rate of return and risk factor. The prices were declining due to the high standard deviation so it illustrates that the company is still facing the issue of price volatility and struggling in order to reduce the risk.

Summary of Business development Corporations

Currency Shares Euro ETF

The Currency Shares Euro ETF is one of the favourite trade company among the investors who actually love to trade in the Euro......................

This is just a sample partial case solution. Please place the order on the website to order your own originally done case solution

Related Case Solutions & Analyses:

Introducing … The XFL Look at Three Regulatory Forces Influencing Content and Distribution in the Motion Picture and Television Industries Selecting a New Name for Security Capital Pacific Trust Note on Questionable Payments in Business GMO: The Value Versus Growth Dilemma Back to the Roots: American International Group Returns to China Case Indigo Auditing Food for Thought: The “Junk Food” Act in Peru Two Ways to Fly South: LAN Airlines and Southwest Airlines Accenture Human Capital Strategy