Ivey Publishing
Feehan Investment Management: Hedge Fund or Mutual Fund?
Product Number:
9B19N015
Publication Date:
08/12/2019
Revised Date:
08/12/2019
Length:
13 pages (8 pages of text)
Product Type:
Case (Gen Exp)
Source:
Ivey
In 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 this fund strategy to outside investment; however, she needed to decide on which fund structure to wrap this strategy in—a hedge fund or a mutual fund.
Learning Objective:
This case is intended for graduate-level courses focused on finance, capital markets, or investment strategies. After completion of the case, students will be able to do the following:
  • Describe how hedge fund are structured, and how they differ from other types of funds, including mutual funds and liquid alternatives.
  • Identify the US legal constraints that impact hedge funds and the specific US regulatory exemptions that allow for these differences.
  • Evaluate the potential conflicts that can arise when an institution simultaneously manages both a mutual fund and a hedge fund.
Issues:
Disciplines:
Finance,  Entrepreneurship
Industries:
Finance and Insurance
Setting:
United States, Small, 2019
Intended Audience:
MBA/Postgraduate
Price:
$4.25 CAD / $4.25 USD Printed Copy
$3.75 CAD / $3.75 USD Permissions
$3.75 CAD / $3.75 USD Digital Download
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