Hedge Fund Write-Up
Hi Guys,
Need to do a write-up for a hedge fund case study and wondering if is better to do this in word or powerpoint?
Also wondering if there are any good precedents you recommend looking at to get inspiration.
Thanks
As long as you convey the message, doesn't matter. Of course conform to what format the interviewing firm is looking for.
CSIMA newsletters have stock pitches in them: http://www.csima.info/graham-doddsville
I like to do a 1pg-er that lays out the key points of the thesis with precise and efficient language...
...and then slap on an appendix that goes into the finer points of your due-diligence and includes in exhibits both your model's key line items summarized annually, your tactical outlook into the next qtr and guide, and a detailed breakdown of the key unit economics or other value drivers.
But the primary value-add is from the 1pg-er.
this is the correct answer
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