TAM Case

For this Case Assignment, you and your team need to read the case in the class Harvard Packet (Thompson Asset Management) and develop a 1-page (single-sided or double- sided) handout that Thompson Asset Management would use to summarize its investment philosophy and the performance for the two funds it operates. These are known as tear sheets. You can see examples of such 1-page documents by googling sample tear sheet.

I realize this is likely the first time many of you have tackled such an assignment. Your primary job is to get the numbers right calculate the various portfolio fund performance measures as outlined in the case (correctly) and think about how to present them in a meaningful way.

I have also provided a spreadsheet with all of the data. It includes a 10-stock optimizer. Use of the 10-stock optimizer is, of course, up to you. The deliverable for this assignment is your 1-page tear sheet.