Stage 3 (2024) “Portfolio Review”


This is an actual case study that was presented to the participants of the Financial Modeling World Cup 2024, Stage 3 (April 19-22).

Case description:

As the newest hire to a buy-side fund, you’re tasked with a critical assignment that will draw upon your analytical skills and financial knowledge. The fund manages a diverse and strategic portfolio, including ten key stocks pivotal to the fund’s performance. Your portfolio manager, with extensive experience in navigating market trends, is looking for a thorough analysis of these stocks.

Your assignment involves examining growth, profitability, and valuation metrics for each company, understanding the dynamics of their industries, and evaluating the overall composition of our portfolio.

The downloadable file consists of the following:
Task: PDF file with Case Materials; PDF file with Questions; Excel file with Financial Model
Solution: Excel file with full Solution Model; PDF file with correct Answers in Bold