Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

Version 1 Next »

  • Shows the portfolio companies of the fund

  • This reports allows to prepare for meeting with the fund manager to drill down into the individual investment

 

How to use the capability

  1. Identify low performing portfolio companies

    1. Choose a fund

    2. Search for the companies that have a big weight in the fund and low performance

      1. companies Widget: order by “Inv. %” top down

      2. Shows the largest investments of the fund

      3. Analyse the GrMoIC column

    3. Search for low performer in the “MoIC Analysis” widget

      • Focus on “unrealized” “below cost”
        The realised are no longer interesting.

      • Expand “below cost” to find low performer

    4. Search for low performer “revenue Y-Y growth” widget

    5. move to “EBITDA Y-Y growth”

      • expand “negative growth”

      • identify low performer

  2. click to App menu “company benchmarks” to move forward in the menu

 

  • No labels