In March 2020, the global pandemic was delivering a dose of volatility to the US economy. Catherine Faddis, the CIO of Grace Capital, a Boston-based long-only equity manager, analyzed movements in her portfolio while eyeing previously shelved opportunities to invest in preferred stock. The case explores the characteristics of preferred stock, the investment philosophy and strategy of Grace Capital, and the decision making process behind the team at the fundamentals-based investment fund.

【書誌情報】

ページ数：19ページ

サイズ：A4

商品番号：HBSP-222052

発行日：2021/12/2

登録日：2022/3/7