個案資料
了解個案內容與學習目標,選擇授課教師及使用課程。
The Fidelity Magellan Fund, 1995
內容大綱
Students assess the performance of the Magellan fund, consider the sources of that success, and to decide on its sustainability. Designed for beginning finance courses, the case requires no numerical calculations to perform the analysis; but the absorption of capital market background and the implications of finance concepts in the case will fully occupy the novice. Set in fall 1995, the case describes the investment styles of three of the fund's managers-Peter Lynch, Morris Smith, and the current manager, Jeffrey Vinik.