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  • Optimalen Capital, Spreadsheet Supplement

    • Malcolm P. Baker
    • Elisabeth Kempf
    • Jonathan Wallen
    • 商品編號:223715
    • 商品分類:Spreadsheet
    • 出版日期:2023-06-28
    • 學門:
      • Finance
    Spreadsheet supplement for case 223099.
    詳細資料
  • Optimalen Capital

    • Malcolm P. Baker
    • Elisabeth Kempf
    • Jonathan Wallen
    • 商品編號:223099
    • 商品分類:Case
    • 長度:6頁
    • 出版日期:2023-06-21
    • 再版日期:2024-05-16
    • 學門:
      • Finance
    A new client portfolio manager at a quantitative investment management firm must explain why her firm, Optimalen Capital, has rebalanced a client portfolio with a set of trades that seem unintuitive. In particular, Optimalen has added to its position of Walmart (ticker = WMT) and reduced its position in Tesla (TSLA) despite the latter having a much higher forecast return. She also must compute breakeven returns for two other stocks, Exxon Mobil (XOM) and Duke Energy (DUK).
    詳細資料
  • Dicerna

    • Malcolm P. Baker
    • Ishita Sen
    • Jonathan Wallen
    • 商品編號:223049
    • 商品分類:Case
    • 長度:13頁
    • 出版日期:2022-11-26
    • 再版日期:2023-05-08
    • 學門:
      • Finance
    詳細資料
  • The Impact Developers Fund

    • Malcolm P. Baker
    • Samuel G. Hanson
    • Jonathan Wallen
    • Zach Komes
    • 商品編號:222046
    • 商品分類:Case
    • 長度:16頁
    • 出版日期:2022-01-04
    • 再版日期:2022-01-28
    • 學門:
      • Finance
    詳細資料
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