Protege Partners: The Capacity Challenge

Protege Partners: The Capacity Challenge Description

In February 2005, Jeffrey Tarrant (HBS '85) and Ted Seides (HBS '99) considered their strategy for Protege Partners, founded in July 2002 as a fund of hedge funds (FOHF) specializing in small hedge funds. Protege's assets under management had grown to $1.1 billion, and Protege's development almost exactly mirrored the founders' expectations from 2001. Although the founders saw benefits to growth, they remained committed to the integrity of managing a small fund and wanted to continue generating superior performance for their clients. Should they close the Protege FOHF to new investors and focus on managing the existing assets as they originally intended? Could they continue to increase assets under management without taking on more top-level professionals? Should they hire additional analytical staff to help them grow Protege? Should they leverage Protege's special relationships with seeded managers to create a multistrategy hedge fund? Perhaps most important, how would their valued clients react to change?

Case Description Protege Partners: The Capacity Challenge

Strategic Managment Tools Used in Case Study Analysis of Protege Partners: The Capacity Challenge

STEP 1. Problem Identification in Protege Partners: The Capacity Challenge case study

STEP 2. External Environment Analysis - PESTEL / PEST / STEP Analysis of Protege Partners: The Capacity Challenge case study

STEP 3. Industry Specific / Porter Five Forces Analysis of Protege Partners: The Capacity Challenge case study

STEP 4. Evaluating Alternatives / SWOT Analysis of Protege Partners: The Capacity Challenge case study

STEP 5. Porter Value Chain Analysis / VRIO / VRIN Analysis Protege Partners: The Capacity Challenge case study

STEP 6. Recommendations Protege Partners: The Capacity Challenge case study

STEP 7. Basis of Recommendations for Protege Partners: The Capacity Challenge case study

Case Analysis of Protege Partners: The Capacity Challenge

Protege Partners: The Capacity Challenge is a Harvard Business (HBR) Case Study on Finance & Accounting , Texas Business School provides HBR case study assignment help for just $9. Texas Business School(TBS) case study solution is based on HBR Case Study Method framework, TBS expertise & global insights. Protege Partners: The Capacity Challenge is designed and drafted in a manner to allow the HBR case study reader to analyze a real-world problem by putting reader into the position of the decision maker. Protege Partners: The Capacity Challenge case study will help professionals, MBA, EMBA, and leaders to develop a broad and clear understanding of casecategory challenges. Protege Partners: The Capacity Challenge will also provide insight into areas such as – wordlist , strategy, leadership, sales and marketing, and negotiations.

Case Study Solutions Background Work

Protege Partners: The Capacity Challenge case study solution is focused on solving the strategic and operational challenges the protagonist of the case is facing. The challenges involve – evaluation of strategic options, key role of Finance & Accounting, leadership qualities of the protagonist, and dynamics of the external environment. The challenge in front of the protagonist, of Protege Partners: The Capacity Challenge, is to not only build a competitive position of the organization but also to sustain it over a period of time.

Strategic Management Tools Used in Case Study Solution

The Protege Partners: The Capacity Challenge case study solution requires the MBA, EMBA, executive, professional to have a deep understanding of various strategic management tools such as SWOT Analysis, PESTEL Analysis / PEST Analysis / STEP Analysis, Porter Five Forces Analysis, Go To Market Strategy, BCG Matrix Analysis, Porter Value Chain Analysis, Ansoff Matrix Analysis, VRIO / VRIN and Marketing Mix Analysis.

Texas Business School Approach to Finance & Accounting Solutions

In the Texas Business School, Protege Partners: The Capacity Challenge case study solution – following strategic tools are used - SWOT Analysis, PESTEL Analysis / PEST Analysis / STEP Analysis, Porter Five Forces Analysis, Go To Market Strategy, BCG Matrix Analysis, Porter Value Chain Analysis, Ansoff Matrix Analysis, VRIO / VRIN and Marketing Mix Analysis.

We have additionally used the concept of supply chain management and leadership framework to build a comprehensive case study solution for the case – Protege Partners: The Capacity Challenge

Step 1 – Problem Identification of Protege Partners: The Capacity Challenge - Harvard Business School Case Study

The first step to solve HBR Protege Partners: The Capacity Challenge case study solution is to identify the problem present in the case. The problem statement of the case is provided in the beginning of the case where the protagonist is contemplating various options in the face of numerous challenges that Protege Protege's is facing right now. Even though the problem statement is essentially – “Finance & Accounting” challenge but it has impacted by others factors such as communication in the organization, uncertainty in the external environment, leadership in Protege Protege's, style of leadership and organization structure, marketing and sales, organizational behavior, strategy, internal politics, stakeholders priorities and more.

Step 2 – External Environment Analysis

Texas Business School approach of case study analysis – Conclusion, Reasons, Evidences - provides a framework to analyze every HBR case study. It requires conducting robust external environmental analysis to decipher evidences for the reasons presented in the Protege Partners: The Capacity Challenge.

The external environment analysis of Protege Partners: The Capacity Challenge will ensure that we are keeping a tab on the macro-environment factors that are directly and indirectly impacting the business of the firm.

What is PESTEL Analysis? Briefly Explained

PESTEL stands for political, economic, social, technological, environmental and legal factors that impact the external environment of firm in Protege Partners: The Capacity Challenge case study. PESTEL analysis of " Protege Partners: The Capacity Challenge" can help us understand why the organization is performing badly, what are the factors in the external environment that are impacting the performance of the organization, and how the organization can either manage or mitigate the impact of these external factors.

How to do PESTEL / PEST / STEP Analysis? What are the components of PESTEL Analysis?

As mentioned above PESTEL Analysis has six elements – political, economic, social, technological, environmental, and legal. All the six elements are explained in context with Protege Partners: The Capacity Challenge macro-environment and how it impacts the businesses of the firm.

How to do PESTEL Analysis for Protege Partners: The Capacity Challenge

To do comprehensive PESTEL analysis of case study – Protege Partners: The Capacity Challenge , we have researched numerous components under the six factors of PESTEL analysis.

Political Factors that Impact Protege Partners: The Capacity Challenge

Political factors impact seven key decision making areas – economic environment, socio-cultural environment, rate of innovation & investment in research & development, environmental laws, legal requirements, and acceptance of new technologies.

Policy Making Impact on Protege Partners: The Capacity Challenge

Government policies have significant impact on the business environment of any country. The firm in “ Protege Partners: The Capacity Challenge ” needs to navigate these policy decisions to create either an edge for itself or reduce the negative impact of the policy as far as possible.

Data safety laws – The countries in which Protege Protege's is operating, firms are required to store customer data within the premises of the country. Protege Protege's needs to restructure its IT policies to accommodate these changes. In the EU countries, firms are required to make special provision for privacy issues and other laws.

Competition Regulations – Numerous countries have strong competition laws both regarding the monopoly conditions and day to day fair business practices. Protege Partners: The Capacity Challenge has numerous instances where the competition regulations aspects can be scrutinized.

Import restrictions on products – Before entering the new market, Protege Protege's in case study Protege Partners: The Capacity Challenge" should look into the import restrictions that may be present in the prospective market.

Export restrictions on products – Apart from direct product export restrictions in field of technology and agriculture, a number of countries also have capital controls. Protege Protege's in case study “ Protege Partners: The Capacity Challenge ” should look into these export restrictions policies.

Foreign Direct Investment Policies – Government policies favors local companies over international policies, Protege Protege's in case study “ Protege Partners: The Capacity Challenge ” should understand in minute details regarding the Foreign Direct Investment policies of the prospective market.

Taxation & Regulation Impact on Protege Partners: The Capacity Challenge

Corporate Taxes – The rate of taxes is often used by governments to lure foreign direct investments or increase domestic investment in a certain sector. Corporate taxation can be divided into two categories – taxes on profits and taxes on operations. Taxes on profits number is important for companies that already have a sustainable business model, while taxes on operations is far more significant for companies that are looking to set up new plants or operations.

Tariffs – Chekout how much tariffs the firm needs to pay in the “ Protege Partners: The Capacity Challenge ” case study. The level of tariffs will determine the viability of the business model that the firm is contemplating. If the tariffs are high then it will be extremely difficult to compete with the local competitors. But if the tariffs are between 5-10% then Protege Protege's can compete against other competitors.

Government Scheme & Subsidies Impact on Protege Partners: The Capacity Challenge

Research and Development Subsidies and Policies – Governments often provide tax breaks and other incentives for companies to innovate in various sectors of priority. Managers at Protege Partners: The Capacity Challenge case study have to assess whether their business can benefit from such government assistance and subsidies.

Consumer protection – Different countries have different consumer protection laws. Managers need to clarify not only the consumer protection laws in advance but also legal implications if the firm fails to meet any of them.

Political System & Stability, and its Impact on Protege Partners: The Capacity Challenge

Political System and Its Implications – Different political systems have different approach to free market and entrepreneurship. Managers need to assess these factors even before entering the market.

Freedom of Press is critical for fair trade and transparency. Countries where freedom of press is not prevalent there are high chances of both political and commercial corruption.

Corruption level – Protege Protege's needs to assess the level of corruptions both at the official level and at the market level, even before entering a new market. To tackle the menace of corruption – a firm should have a clear SOP that provides managers at each level what to do when they encounter instances of either systematic corruption or bureaucrats looking to take bribes from the firm.

Independence of judiciary – It is critical for fair business practices. If a country doesn’t have independent judiciary then there is no point entry into such a country for business.

Government attitude towards trade unions – Different political systems and government have different attitude towards trade unions and collective bargaining. The firm needs to assess – its comfort dealing with the unions and regulations regarding unions in a given market or industry. If both are on the same page then it makes sense to enter, otherwise it doesn’t.

Economic Factors that Impact Protege Partners: The Capacity Challenge

Social Factors that Impact Protege Partners: The Capacity Challenge

Technological Factors that Impact Protege Partners: The Capacity Challenge

Environmental Factors that Impact Protege Partners: The Capacity Challenge

Legal Factors that Impact Protege Partners: The Capacity Challenge

Step 3 – Industry Specific Analysis

What is Porter Five Forces Analysis

PESTEL stands for political, economic, social, technological, environmental and legal factors that impact the external environment of firm in Protege Partners: The Capacity Challenge case study. PESTEL analysis of " Protege Partners: The Capacity Challenge" can help us understand why the organization is performing badly, what are the factors in the external environment that are impacting the performance of the organization, and how the organization can either manage or mitigate the impact of these external factors.

Step 4 – SWOT Analysis / Internal Environment Analysis

Step 5 – Porter Value Chain / VRIO / VRIN Analysis

Step 6 – Evaluating Alternatives & Recommendations

Step 7 – Basis for Recommendations

References :: Protege Partners: The Capacity Challenge case study solution