Ivey Business School (Canada)
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Feehan Investment Management: Hedge Fund or Mutual Fund
Robert Pozen; Matthew DohertyCase IVEY-9B19N015-EEntrepreneurship, FinanceIn 2019, the chief executive officer (CEO) of Boston-based Feehan Investment Management faced a decision. After succeeding her father as CEO, she launched a quantitative research group, or "quant group," which used statistical and mathematical methods to determine investment strategies that were applied to incubate a long/short equity strategy. After incubating the strategy for three years and realizing good returns, the CEO wanted to open up thi...Starting at €8.20
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Harley-Davidson Inc.: Dividend Discount Valuation
Craig Dunbar; Felipe RestrepoCase IVEY-9B20N012-EFinance, StrategyIn late July 2018, a buy-side analyst at Dimensional Wealth Group (DWG), a privately owned investment management firm, needed to decide whether DWG should increase, decrease, or not change its position in Harley-Davidson Inc. (Harley-Davidson) stock. DWG had been bullish on its Harley-Davidson stock, leading DWG to increase its position in Harley-Davidson substantially over time. However, Harley-Davidson was currently facing several challenges, w...Starting at €8.20