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Show Results For
-
All HBS Web
(1,567)
- People (11)
- News (423)
- Research (795)
- Events (1)
- Multimedia (1)
- Faculty Publications (346)
- January 2011
- Supplement
Matrix Capital Management (C)
By: Malcolm P. Baker and David Lane
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale...
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Keywords:
Public Ownership;
Cash Flow;
Management Analysis, Tools, and Techniques;
Investment Funds;
Financial Strategy;
Valuation;
Partners and Partnerships;
Markets;
Performance Efficiency;
Patents;
Stock Shares;
Decisions;
Financial Services Industry
Baker, Malcolm P., and David Lane. "Matrix Capital Management (C)." Harvard Business School Supplement 211-060, January 2011.
- January 2011
- Supplement
Matrix Capital Management (B)
By: Malcolm P. Baker and David Lane
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale...
View Details
Keywords:
Public Ownership;
Cash Flow;
Management Analysis, Tools, and Techniques;
Investment Funds;
Financial Strategy;
Valuation;
Partners and Partnerships;
Markets;
Performance Efficiency;
Patents;
Stock Shares;
Decisions;
Financial Services Industry
Baker, Malcolm P., and David Lane. "Matrix Capital Management (B)." Harvard Business School Supplement 211-048, January 2011.
- February 2010 (Revised July 2010)
- Case
Barclays Wealth: Reignite WAR or Launch AlphaStream?
By: Lena G. Goldberg and Elisa Farri
In late January 2009, Thomas Fekete, managing director at Barclays Wealth in London, redeemed the most illiquid positions in the so-called Wealth Absolute Return Fund (WAR), one of Barclays Wealth's most promising offshore funds of hedge funds, and halted the Fund's...
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Keywords:
Financial Crisis;
Financial Liquidity;
International Finance;
Investment Funds;
Governing Rules, Regulations, and Reforms;
Strategy;
Financial Services Industry;
London
Goldberg, Lena G., and Elisa Farri. "Barclays Wealth: Reignite WAR or Launch AlphaStream?" Harvard Business School Case 310-090, February 2010. (Revised July 2010.)
- January 2011 (Revised January 2015)
- Case
Matrix Capital Management (A)
By: Malcolm P. Baker and David Lane
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale...
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Keywords:
Forecasting and Prediction;
Asset Management;
Cash Flow;
Stock Shares;
Financial Markets;
Investment Funds;
Measurement and Metrics;
Mathematical Methods;
Strategy;
Valuation;
Financial Services Industry
Baker, Malcolm P., and David Lane. "Matrix Capital Management (A)." Harvard Business School Case 211-017, January 2011. (Revised January 2015.)
- November 2007
- Case
AXA MONY
By: Lucy White and Andre F. Perold
AXA's friendly bid for MONY is contested by activist hedge funds suspicious of management's generous change in control contracts. Votes trade after the record date. AXA financed the bid using an unusual conditionally convertible bond which may have affected incentives...
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White, Lucy, and Andre F. Perold. "AXA MONY." Harvard Business School Case 208-062, November 2007.
- 21 Sep 2012
- News
Sharpening America’s Competitive Edge
- 24 Aug 2010
- First Look
First Look: August 24
PublicationsHigher Risk, Lower Returns: What Hedge Fund Investors Really Earn Authors:Ilia Dichev and Gwen Yu Publication:Journal of Financial Economics (forthcoming) Abstract The returns of View Details
Keywords:
Sean Silverthorne
- 11 Feb 2011
- News
The Impact of Financing Risk on Innovative Startups
- November 2013
- Supplement
Arch Wireless, Inc. (B): Food for Vultures
By: Stuart C. Gilson
In 2002, a hedge fund investor acquires the distressed bank debt of a bankrupt wireless paging company and converts his holding into common stock of the reorganized entity. Determining his likely return from this investment is challenging, given that the entire...
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- September 2008 (Revised October 2008)
- Case
Shareholder Activists at Friendly Ice Cream (A1)
By: Fabrizio Ferri, V.G. Narayanan and James Weber
Two activist investors, one a founder and one a hedge fund manager, seek to improve board oversight at a chain restaurant company. Prestley Blake founded Friendly Ice Cream in 1935 with his brother, and the two created a chain of full-service restaurants. In 1979, they...
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Keywords:
Investment Activism;
Governing and Advisory Boards;
Lawsuits and Litigation;
Business or Company Management;
Business and Shareholder Relations;
Conflict of Interests;
Food and Beverage Industry;
United States
Ferri, Fabrizio, V.G. Narayanan, and James Weber. "Shareholder Activists at Friendly Ice Cream (A1)." Harvard Business School Case 109-013, September 2008. (Revised October 2008.)
- July 2009 (Revised July 2009)
- Case
Delphi Corp. and the Credit Derivatives Market (A)
By: Stuart C. Gilson, Victoria Ivashina and Sarah Abbott
In 2005, Jane Bauer-Martin, a hedge fund manager, is considering what she should do with the fund's large investment in the publicly traded bonds of Delphi Corp., a financially troubled auto parts supplier. Delphi is General Motor's key auto parts supplier, and, like...
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Keywords:
Borrowing and Debt;
Insolvency and Bankruptcy;
Credit Derivatives and Swaps;
Bonds;
Financial Management;
Risk Management
Gilson, Stuart C., Victoria Ivashina, and Sarah Abbott. "Delphi Corp. and the Credit Derivatives Market (A)." Harvard Business School Case 210-002, July 2009. (Revised July 2009.)
- May 2010 (Revised January 2012)
- Case
The Robin Hood Foundation
By: Alnoor Ebrahim and Cathy Ross
Created by hedge fund and financial managers, the Robin Hood Foundation fights poverty through grants to nonprofit organizations. As the global financial crisis continues to impact the poor disproportionately, the Foundation needs to ensure that its funds are being...
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Keywords:
Nonprofit Organizations;
Philanthropy and Charitable Giving;
Poverty;
Organizational Design;
Performance Effectiveness;
Financial Crisis;
Programs;
Measurement and Metrics
Ebrahim, Alnoor, and Cathy Ross. "The Robin Hood Foundation." Harvard Business School Case 310-031, May 2010. (Revised January 2012.)
- January 2018
- Case
PrimeStone Capital and dormakaba
By: Suraj Srinivasan and Quinn Pitcher
London-based activist hedge fund PrimeStone Capital identifies a potential investment in Swiss security company Kaba. PrimeStone believes that the company is undervalued because it has been pushing back various financial targets and thinks it can help by proposing a...
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Srinivasan, Suraj, and Quinn Pitcher. "PrimeStone Capital and dormakaba." Harvard Business School Case 118-047, January 2018.
Case: The Allergan Board Under Fire (A)
In 2014, the Allergan Inc. board of directors received a surprise takeover offer from Valeant Pharmaceuticals in alliance with hedge fund activist Bill Ackman's Pershing Square Capital Management. In the unprecedented arrangement between an acquirer and a hedge...
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- November 2009 (Revised August 2010)
- Case
NovoCure Ltd.
By: William A. Sahlman and Sarah Flaherty
Venture capitalist William Doyle must raise $35 million for a portfolio company with a promising, novel cancer therapy, just as global capital markets are imploding in the fall of 2008. NovoCure, Ltd., has developed an electrical-field-based therapy, called Tumor...
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Keywords:
Financial Crisis;
Entrepreneurship;
Venture Capital;
Investment;
Health Care and Treatment;
Health Testing and Trials;
Technological Innovation;
Financial Services Industry
Sahlman, William A., and Sarah Flaherty. "NovoCure Ltd." Harvard Business School Case 810-045, November 2009. (Revised August 2010.)
- November 2006
- Case
Selling Biovail Short
By: Malcolm P. Baker, Chris Lombardi and Aldo Sesia
Hedge fund SAC Capital and analysts from Gradient Analytics and Banc of America face charges of stock price manipulation from Biovail, a Canadian pharmaceutical company. Gradient and BofA produced negative reports on Biovail's earnings quality. At the same time, SAC...
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Keywords:
Stock Shares;
Investment Banking;
Asset Pricing;
Financial Strategy;
Crime and Corruption;
Pharmaceutical Industry;
Financial Services Industry;
Canada
Baker, Malcolm P., Chris Lombardi, and Aldo Sesia. "Selling Biovail Short." Harvard Business School Case 207-071, November 2006.
- 21 Apr 2016
- News
What both Bernie Sanders and Donald Trump get wrong about finance
- August 2008 (Revised May 2009)
- Case
Kmart and ESL Investments (A)
By: Stuart C. Gilson and Sarah Abbott
A major bankrupt retailer is poised to emerge from Chapter 11. Two activist hedge funds ("vulture investors") will own over 50% of reorganized Kmart's common stock, based on prior investments in Kmart's debt claims, and an infusion of new equity financing. The Chapter...
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Keywords:
Restructuring;
Capital Structure;
Insolvency and Bankruptcy;
Investment;
Investment Activism;
Valuation;
Financial Services Industry;
Retail Industry;
United States
Gilson, Stuart C., and Sarah Abbott. "Kmart and ESL Investments (A)." Harvard Business School Case 209-044, August 2008. (Revised May 2009.)