Filter Results
:
(2,942)
Show Results For
-
All HBS Web
(2,942)
- People (16)
- News (803)
- Research (1,592)
- Events (4)
- Multimedia (13)
- Faculty Publications (942)
Show Results For
-
All HBS Web
(2,942)
- People (16)
- News (803)
- Research (1,592)
- Events (4)
- Multimedia (13)
- Faculty Publications (942)
- January 2002 (Revised August 2004)
- Case
Massachusetts Financial Services
By: Brian J. Hall and Jonathan Lim
This case describes the compensation and performance evaluations at an investment management company. The senior management team of Massachusetts Financial Services (MFS) Investment Management was contemplating an introduction of hedge funds at the firm, but many...
View Details
Keywords:
Motivation and Incentives;
Organizational Culture;
Performance Evaluation;
Management Teams;
Compensation and Benefits;
Financial Services Industry;
Massachusetts
Hall, Brian J., and Jonathan Lim. "Massachusetts Financial Services." Harvard Business School Case 902-132, January 2002. (Revised August 2004.)
- May 1993 (Revised June 1993)
- Case
Friendly Cards, Inc.
Involves analysis of a major capital investment proposal, an acquisition of another company, an estimate of the funds required for these two possible outlays, and a recommended course of management action.
View Details
Fruhan, William E., Jr. "Friendly Cards, Inc." Harvard Business School Case 293-135, May 1993. (Revised June 1993.)
- August 2001 (Revised April 2002)
- Case
Strategic Capital Management, LLC (A)
By: Mark L. Mitchell, Erik Stafford and Todd Pulvino
Strategic Capital Management, LLC, is a hedge fund that is planning to make financial investments in Creative Computers and Ubid. Creative Computers recently sold approximately 20% of its Internet auction subsidiary, Ubid, to the public at $15 per share. Ubid's stock...
View Details
Keywords:
Risk and Uncertainty;
Business Subsidiaries;
Internet and the Web;
Investment Funds;
Price;
Performance Efficiency;
Capital Markets;
Auctions;
Investment Return;
Equity;
Planning;
Financial Services Industry
Mitchell, Mark L., Erik Stafford, and Todd Pulvino. "Strategic Capital Management, LLC (A)." Harvard Business School Case 202-024, August 2001. (Revised April 2002.)
- January 2008 (Revised July 2008)
- Case
Opportunity Partners
By: Robin Greenwood and James Quinn
Philip Goldstein, the principal in a growing hedge fund and prominent activist investor, has taken a position in a Mexico-based closed-end fund. Following a hard-fought proxy contest in which he advocated for management to eliminate the fund's substantial discount,...
View Details
Keywords:
Investment Activism;
Investment Funds;
Business and Shareholder Relations;
Value;
Financial Services Industry;
Mexico
Greenwood, Robin, and James Quinn. "Opportunity Partners." Harvard Business School Case 208-097, January 2008. (Revised July 2008.)
- May 2005 (Revised January 2006)
- Case
Ticonderoga: Inverse Floating Rate Bond
Presents a simple interest hedging exercise. A hedge fund is considering an investment in a structured fixed--income product: an inverse floating-rate bond, or inverse floater, designed by a U.S. investment bank. The hedge fund's normal policy is to hedge interest rate...
View Details
Keywords:
Risk and Uncertainty;
Credit Derivatives and Swaps;
Bonds;
Investment Funds;
Interest Rates
Chacko, George C., and Anders Sjoman. "Ticonderoga: Inverse Floating Rate Bond." Harvard Business School Case 205-113, May 2005. (Revised January 2006.)
- March 2020
- Article
Do Fire Sales Create Externalities?
By: Sergey Chernenko and Adi Sunderam
We develop three novel measures of how much of the price impact of their trading different mutual funds internalize. We show that mutual funds that internalize more of their price impact hold larger cash buffers and use these buffers more aggressively to accommodate...
View Details
Chernenko, Sergey, and Adi Sunderam. "Do Fire Sales Create Externalities?" Journal of Financial Economics 135, no. 3 (March 2020): 602–628.
- August 2022 (Revised August 2023)
- Case
NOW PT (A): Should We Invest?
By: George A Riedel, Amy Klopfenstein and Mel Martin
In fall 2021, a team of students from the HBS Impact Investing Fund considered Neurologic Optimal Wellness Physical Therapy (NOW PT) for a potential investment. Dr. Banks, the founder of NOW PT, drove to visit patients. She sought an investment from the fund to open a...
View Details
Keywords:
Entrepreneurship;
Social Entrepreneurship;
Finance;
Investment;
Health;
Health Care and Treatment;
Medical Specialties;
Buildings and Facilities;
Health Industry;
Financial Services Industry;
North and Central America;
United States;
Massachusetts
Riedel, George A., Amy Klopfenstein, and Mel Martin. "NOW PT (A): Should We Invest?" Harvard Business School Case 323-009, August 2022. (Revised August 2023.)
- 18 Jul 2011
- News
A brave new networked world
- 07 Jun 2014
- Video
Dora Vardis - Making A Difference
- 2020
- Working Paper
An Empirical Guide to Investor-Level Private Equity Data from Preqin
By: Juliane Begenau, Claudia Robles-Garcia, Emil Siriwardane and Lulu Wang
This note provides guidance on the use of investor-level private equity data from Preqin for empirical research. Preqin primarily sources its cash flow data through Freedom of Information Act (FOIA) requests with U.S. public pensions. Our focus is on the components of...
View Details
Keywords:
Private Equity Returns;
Prequin Data;
Private Equity;
Analytics and Data Science;
Investment Return
Begenau, Juliane, Claudia Robles-Garcia, Emil Siriwardane, and Lulu Wang. "An Empirical Guide to Investor-Level Private Equity Data from Preqin." Working Paper, December 2020.
- September 1994
- Case
BayFunds
By: Alvin J. Silk, Lisa Klein Pearo and Jamie Harper
In June, 1994, the Senior Vice President of BayBank's Investment Management Group is preparing a strategic plan for her organization's line of mutual funds. Sixteen months earlier, BayBank, Massachusetts's leading retail bank, had entered the mutual fund business by...
View Details
Keywords:
Banks and Banking;
Marketing Strategy;
Brands and Branding;
Investment Funds;
Product Marketing;
Integration;
Financial Services Industry
Silk, Alvin J., Lisa Klein Pearo, and Jamie Harper. "BayFunds." Harvard Business School Case 595-031, September 1994.
- October 2018 (Revised October 2019)
- Case
Arlan Hamilton and Backstage Capital
By: Laura Huang and Sarah Mehta
Frustrated by an inability to convince existing venture capital firms to invest in companies led by women, people of color, and LGBT founders, Arlan Hamilton started her own firm, Backstage Capital, in 2015. Hamilton understood the untapped potential of companies run...
View Details
Keywords:
Black Leadership;
LGBTQ;
Women;
People Of Color;
Entrepreneurship;
Mission and Purpose;
Venture Capital;
Corporate Social Responsibility and Impact;
Identity;
Personal Characteristics;
Prejudice and Bias;
Social Issues;
Diversity;
Gender;
Race
Huang, Laura, and Sarah Mehta. "Arlan Hamilton and Backstage Capital." Harvard Business School Case 419-029, October 2018. (Revised October 2019.)
- 14 Aug 2007
- First Look
First Look: August 14, 2007
acquired than those in a control sample. We argue that the combination of hedge funds' short investment horizons and their large positions in target firms makes M&A the only attractive exit option. The results also suggest that hedge...
View Details
Keywords:
Martha Lagace
- 01 Dec 2003
- What Do You Think?
Is This the Twilight Era for the Managed Mutual Fund?
creation in the 1920s, mutual funds have progressively become the cornerstone of most individuals' investment portfolios, providing the diversity that is generally agreed to be an important element of any...
View Details
Keywords:
by James Heskett
- January 1999 (Revised August 1999)
- Case
Asia Property Limited
By: William J. Poorvu and Daniel J. Rudd
On October 23, 1998, Bud Lake leafed through his files on property markets in Asia. Lake was responsible for real-estate investments at an aggressive and eclectic investment fund with total assets of $1.5 billion--up from $400 million at its start in 1994. As the fund...
View Details
Keywords:
Private Ownership;
Entrepreneurship;
Investment Funds;
Globalized Markets and Industries;
Public Ownership;
Real Estate Industry;
Asia;
United States;
Europe
Poorvu, William J., and Daniel J. Rudd. "Asia Property Limited." Harvard Business School Case 899-145, January 1999. (Revised August 1999.)
- December 2008 (Revised July 2010)
- Case
TravelCenters of America
By: Robin Greenwood, Daniel Jacob Goldberg and James Quinn
A New York-based hedge fund must decide whether to invest in TravelCenters of America (TA), a recent spin-off from a U.S.-based real estate investment trust. The case confronts students with the question: To what extent is this spin-off opportunity attractive from a...
View Details
Keywords:
Mergers and Acquisitions;
Investment;
Valuation;
Real Estate Industry;
Travel Industry;
United States
Greenwood, Robin, Daniel Jacob Goldberg, and James Quinn. "TravelCenters of America." Harvard Business School Case 209-030, December 2008. (Revised July 2010.)
- October 2013
- Article
Corporate Venturing
By: Josh Lerner
For decades, large companies have been wary of corporate venturing. But as R&D organizations face pressure to rein in costs and produce results, companies are investing in promising start-ups to gain knowledge and agility. The logic of corporate venturing is...
View Details
Keywords:
Venture Capital;
Knowledge Acquisition;
Corporate Strategy;
Research and Development;
Business Startups;
Innovation and Invention
Lerner, Josh. "Corporate Venturing." Harvard Business Review 91, no. 10 (October 2013): 86–94.
- July 2020
- Supplement
CSL Capital Management: Patriot Proppants (B)
By: Victoria Ivashina and Yury Kapko
This two-part case series follows CSL Capital’s 2009 investment in the greenfield manufacturing company, Patriot Proppants. CSL, a recently established investment firm, employs a unique investment model, funding new ("greenfield") energy service businesses that serve...
View Details
Ivashina, Victoria, and Yury Kapko. "CSL Capital Management: Patriot Proppants (B)." Harvard Business School Supplement 221-007, July 2020.
- August 1998
- Supplement
Cleveland Tomorrow, Video
By: James E. Austin and Rosabeth M. Kanter
As part of Cleveland's turnaround, Cleveland Tomorrow creates new investment funds to stimulate new business development. This development is designed to earn a profit and bring new benefits to the community. Part of the HBS Social Enterprise Video Series on Business...
View Details
Keywords:
Investment Funds;
Leadership;
Growth and Development Strategy;
Business and Community Relations;
Social Enterprise
Austin, James E., and Rosabeth M. Kanter. "Cleveland Tomorrow, Video." Harvard Business School Video Supplement 399-507, August 1998.