2019-2020年案例研究

CASE STUDY: You just graduated college and now work at an up-and-coming asset management company, Wharton Global Asset Management (WGAM). The firm currently manages a $100,000,000 portfolio that is invested across several different sectors, representing a broad range of industries and companies. You are an analyst, but you hope to one day become a portfolio manager who makes the final investment decisions for WGAM’s portfolio.

WGAM’s current portfolio manager (your team’s teacher/advisor) recently met with a potential client Reshma Sohoni, a professional with a deep interest in technology and business that began when she was an undergrad studying both economics and engineering at the Wharton School and Penn Engineering at the University of Pennsylvania. Reshma says, “I have always worked at the intersection of business and technology, that being the thread across my career…I love numbers and people.”

In 2007, Reshma co-founded Seedcamp, a European seed fund, which is a type of equity-based fund in which investors invest money in a business to get it up and running, and in turn own part of the business. Seedcamp is one of the most active investors globally, making more than 35 investments every year with a portfolio of more than 300 companies to date.