Continues the events described in the A case.

Spreadsheet supplement to case 225082.

On January 27, 2025, the head of a relatively small hedge fund named Late Apex Partners sent a highly critical letter to the board of directors of Vail Resorts, the world''s largest ski resort operator. In his letter, and the 88-slide presentation that accompanied his letter, the activist investor criticized the firm''s strategy, leadership, and financial performance. In fact, he was calling for fundamental change: replacing the CEO, .....more

Set in 2024, this case explores the Lifetime Income Strategy (LIS), a novel retirement product launched by aerospace and defense company RTX in 2012. Aiming to embed the security of a traditional pension within a 401(k) plan, the LIS allowed participants to secure a portion of their retirement savings, entitling them to a guaranteed monthly lifetime income. The strategy preserved the ability to grow the assets and therefore the guaranteed income, .....more

Arun Excello Homes Pvt. Ltd. operated Ziva, as an "elite active" retirement community carving a premium position for itself. Recently, some of the largest builders in the country had entered the elite market with competing products and were attempting to dent Ziva''s ability to extract a price premium. How could Ziva protect its differentiators and preserve its competitive advantage? Also, Ziva had significant unused land which needed .....more

Launched in 2000, iFAST provided a B2C and B2B online platform offering a suite of investment products and services. In 2022, it acquired a global digital bank in the UK, which fulfilled CEO and co-founder Lim Chung Chun''s long-held vision of iFAST growing into a complete financial ecosystem. In the fourth quarter of 2024, iFAST had generated a total revenue of nearly S$104.14 million, a net profit of S$19.3 million, and offered a total of .....more

This case explores asset allocation of a portfolio and the associated diversification using the West Virginia''s state pension funds'' possible move into equity investments after previously holding only bonds. The protagonist, Craig Slaughter, is the executive director of the West Virginia Investment Management Board. As such, he is empowered to purchase equities following the passage of an amendment to the state''s constitution .....more

Spreadsheet supplement for case 225049.

Spreadsheet supplement for case 225083.

In 2023, an experienced buy-side technical research analyst at a leading portfolio management service firm in India was tasked by his manager with preparing a detailed technical analysis report on the Indian company Astral Limited (Astral), which produced plastic products for building materials. The stock had appeared on the technical screener forming a bullish engulfing candlestick pattern, which indicated a potential upward trend. While conducting .....more