Balliss Benchmark A Harvard Case Solution & Analysis

In this case series, Margaret Ballis, soon-to-be graduate of the Darden School of Business, is about to start her dream job at one of the leading investment management firms. On its way to becoming a fund manager, it can not but wonder about its future success. Ballis is trying to assess its ability to consistently outperform the stock market, she doubts that it is generally possible to achieve a stable performance as the fund manager. Using downloaded data from Morningstar, Inc, in 2852 mutual funds, students are encouraged to consider funds that beat the S & P 500 Index tests during the five year period is likely to beat the index over the next five years. Students are asked to look closely at the "hot hand" phenomenon by examining investor reaction to the band, and lead study whether funds that outperformed their peers for several years also outgrow their peers in terms of size. Case (UVA-F-1621) and enclosure (UVA-F-1623) can be used to support an introductory course in data analysis, with emphasis on spreadsheets, data filtering and regression. Case B (UVA-F-1622) can be used to support more advanced financial analysis for students with some exposure model CAPM. There are two additional tables. One student (UVA-F-1621X), and one for teachers (UVA-F-1621TNX) «Hide
by Kenneth C. Lichtendahl, Yael Grushka-Cockayne Source: Darden School of Business 8 pages. Publication Date: February 04, 2011. Prod. #: UV5612-PDF-ENG

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