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Leveraged Returns

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Question 1
Multiple Choice
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A USD40 million equity portfolio is financed 25 percent with debt at a cost of 5 percent annually. If the total portfolio generates a 9 percent return, the leveraged return is closest to:

Explanation

To calculate the leveraged return, use the formula:

R_{L}=R_{p}+(\frac{V_{D}}{V_{E}})(R_{p}-R_{D})

Where:

  • R_{L}​ = leveraged return

  • R_{p} = return on the portfolio = 9%

  • R_{D}= cost of debt = 5%

  • V_{D} = value of debt = 25% of USD40 million = USD10 million

  • V_{E} = value of equity = 75% of USD40 million = USD30 million.

R_{L}=0.09+(\frac{10}{30})(0.09-0.05)

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Question 2
Multiple Choice
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At the beginning of the year, an investor allocates USD15,000 to a hedge fund investment. To finance this, she borrows 30 percent of the purchase price at an annual interest rate of 5%. She expects to pay a 25% tax on the return earned. At year-end, the hedge fund reports the following:

Hedge Fund Performance

Metric | Value

Gross return | 9.10%

Trading expenses | 1.20%

Managerial & administrative fees | 1.80%

The investor’s after-tax return on the hedge fund investment is closest to:

Explanation

Step 1: Compute net return on the investment (excluding trading costs, already in gross)

Net return = 9.10% − 1.80% = 7.30%

Step 2: Compute leveraged return
Investor borrows 30% = USD4,500
Equity = USD10,500

R_{L}=0.73+(\frac{4,500}{10,500})(0.73-0.05) = 8.29%

Step 3: Compute after-tax return

Now apply the investor’s 25% tax rate to the leveraged return of 8.29%:

After-tax return = 8.29% × (1 − 0.25) =8.29% ×0.75 = 6.2175%

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