Set in 2016, the case recounts the remarkable performance record of the Rowe Price Blue Chip Growth Fund (Blue Chip Growth Fund), a mutual fund managed by Larry Puglia at T. Rowe Price, Inc. The case describes the investment style of Puglia, whose record with the fund over its 23-year history had on average beaten the Standard & Poor's 500 Index. The tasks for the student are to assess the performance of the fund, consider the sources of that success, and decide on the sustainability of Puglia's performance Consistent with the introductory nature of this case, the analysis requires no numerical calculations This case provides a nontechnical introduction to the US. equity markets and sets the foundation for some basic concepts in finance. The following are the specific teaching objectives: Motivate a discussion of the concept of capital market efficiency Impart some recent capital market history-in particular, regarding the market crash of 1987, the Internet bubble of the late 1990s and early years of the 2000s, and the credit crisis/recession of 2007-09 Convey a perspective on the role of large institutions in setting the price of securities Introduce the basic concept of value additivity. As illustrated by the met asset valuation of mutual funds, the value of a firm will be equal to the sum of the value of its parts Case Report Instructions This is a Use a set of provided questions to prepare a formal case report assignment. For this case study, you must write a professional report as per the guidelines in "Learning with Cases and Writing Case Reports." You should create an action-oriented advisory report that presents concisely your analysis and recommendations. The questions below should help you analyze the case and identify the specific issur(s) raised. These are not questions that you should directly answer in your report instead these questions are designed to help you frame your report with specific focus on the last question: Would you recommend investing in Puglia's Blue Chip Growth Fund 2. What might explain the fund's performance? To what extent do you believe an investment strategy, such as Puglia's, explains performance? Set in 2016, the case recounts the remarkable performance record of the Rowe Price Blue Chip Growth Fund (Blue Chip Growth Fund), a mutual fund managed by Larry Puglia at T. Rowe Price, Inc. The case describes the investment style of Puglia, whose record with the fund over its 23-year history had on average beaten the Standard & Poor's 500 Index. The tasks for the student are to assess the performance of the fund, consider the sources of that success, and decide on the sustainability of Puglia's performance Consistent with the introductory nature of this case, the analysis requires no numerical calculations This case provides a nontechnical introduction to the US. equity markets and sets the foundation for some basic concepts in finance. The following are the specific teaching objectives: Motivate a discussion of the concept of capital market efficiency Impart some recent capital market history-in particular, regarding the market crash of 1987, the Internet bubble of the late 1990s and early years of the 2000s, and the credit crisis/recession of 2007-09 Convey a perspective on the role of large institutions in setting the price of securities Introduce the basic concept of value additivity. As illustrated by the met asset valuation of mutual funds, the value of a firm will be equal to the sum of the value of its parts Case Report Instructions This is a Use a set of provided questions to prepare a formal case report assignment. For this case study, you must write a professional report as per the guidelines in "Learning with Cases and Writing Case Reports." You should create an action-oriented advisory report that presents concisely your analysis and recommendations. The questions below should help you analyze the case and identify the specific issur(s) raised. These are not questions that you should directly answer in your report instead these questions are designed to help you frame your report with specific focus on the last question: Would you recommend investing in Puglia's Blue Chip Growth Fund 2. What might explain the fund's performance? To what extent do you believe an investment strategy, such as Puglia's, explains performance