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- December 1996
- Case
Common Fund Hedge Fund Portfolio, The
By: Andre F. Perold and William T. Spitz
The Common Fund, a nonprofit consortium of educational institutions, is deciding whether to create a fund of hedge funds for its members, and if it does, which hedge fund managers to select. View Details
Perold, Andre F., and William T. Spitz. "Common Fund Hedge Fund Portfolio, The." Harvard Business School Case 297-014, December 1996.
- April 2008 (Revised April 2010)
- Background Note
The Hedge Fund Industry
This note describes the hedge fund industry as of the end of the year 2007. View Details
Fruhan, William E., Jr. "The Hedge Fund Industry." Harvard Business School Background Note 208-126, April 2008. (Revised April 2010.)
- 22 Aug 2007
- Research & Ideas
The Hedge Fund as Activist
share of most public firms, mutual fund companies have been reluctant to engage in any form of activism (the same firms that are performing poorly may also be mutual fund clients). The Activist Arena Unlike... View Details
- October 2021
- Supplement
Engine No. 1: An Activist Hedge Fund Pursues Stakeholder Capitalism (B)
By: Mark Kramer
Engine Number 1's proxy fight succeeded in part because Exxon shareholders had lost money in the preceding years and because climate change was a high-profile issue. The B case raises the question of whether Engine No. 1's next target should be Facebook, where social... View Details
Keywords: Proxy Fight; Hedge Fund Activism; Social Impact; Business and Shareholder Relations; Climate Change; Corporate Social Responsibility and Impact; Goals and Objectives
Kramer, Mark. "Engine No. 1: An Activist Hedge Fund Pursues Stakeholder Capitalism (B)." Harvard Business School Supplement 222-038, October 2021.
- 06 Oct 2003
- Research & Ideas
The Problem with Hedge Funds
in the Internet and telecom bubbles. Those who have money left, or who have new savings coming in and are seeking investments have heard that hedge funds have done well. For example, they've heard that... View Details
Keywords: by D. Quinn Mills
- December 2003 (Revised December 2004)
- Case
Building Hedge Funds at Prospero Capital
This case discusses the issues facing a relatively new and small equity hedge fund as it attempts to expand its investor base. View Details
Chacko, George C., Randolph B. Cohen, Andrew J. Blackburn, and Mei Hu. "Building Hedge Funds at Prospero Capital." Harvard Business School Case 204-007, December 2003. (Revised December 2004.)
- 2007
- Working Paper
Hedge Fund Investor Activism and Takeovers
By: Robin Greenwood and Michael Schor
We examine long-horizon stock returns around hedge fund activism in a comprehensive sample of 13D filings by portfolio investors between 1993 and 2006. Abnormal returns surrounding investor activism are high for the subset of targets that are... View Details
Keywords: Mergers and Acquisitions; Private Equity; Investment Return; Investment Activism; Investment Portfolio; Corporate Governance
Greenwood, Robin, and Michael Schor. "Hedge Fund Investor Activism and Takeovers." Harvard Business School Working Paper, No. 08-004, July 2007.
- 2007
- Other Unpublished Work
Hedge Fund Investor Activism and Takeovers
By: Robin Greenwood and Michael Schor
We examine long-horizon stock returns around hedge fund activism in a comprehensive sample of 13D filings by portfolio investors between 1993 and 2006. Abnormal returns surrounding investor activism are high for the subset of targets that are acquired ex-post, but not... View Details
Keywords: Mergers and Acquisitions; Private Equity; Investment Return; Investment Activism; Investment Portfolio; Corporate Governance
Greenwood, Robin, and Michael Schor. "Hedge Fund Investor Activism and Takeovers." 2007.
- 20 Aug 2007
- Working Paper Summaries
Hedge Fund Investor Activism and Takeovers
- 2008
- Mimeo
Do Hedge Funds Profit from Mutual-Fund Distress?
By: Joseph Chen, Samuel G. Hanson, Harrison Hong and Jeremy C. Stein
This paper explores the question of whether hedge funds engage in frontrunning strategies that exploit the predictable trades of others. One potential opportunity for front-running arises when distressed mutual funds—those suffering large outflows of assets under... View Details
Keywords: Investment Funds; Profit; Strategy; Forecasting and Prediction; Investment Return; Opportunities; Asset Management; Sales
Chen, Joseph, Samuel G. Hanson, Harrison Hong, and Jeremy C. Stein. "Do Hedge Funds Profit from Mutual-Fund Distress?" 2008. Mimeo.
- June 2011
- Case
Shelley Capital and the Hedge Fund Secondary Market
By: Luis Viceira, Elena Corsi and Ruth Dittrich
An advisory company has to decide how to sell their client's hedge fund holdings in the secondary market, and thinks about their future. Shelley Capital was a a European advisory company operating in the hedge fund secondary market, a market that boosted in 2008 with... View Details
Keywords: Insolvency and Bankruptcy; Investment Funds; Marketing Strategy; Financial Crisis; Sales; Leadership Development; Financial Markets; Crisis Management; Business Processes; Risk and Uncertainty; Globalized Economies and Regions; Financial Services Industry; Service Industry; Europe
Viceira, Luis, Elena Corsi, and Ruth Dittrich. "Shelley Capital and the Hedge Fund Secondary Market." Harvard Business School Case 211-112, June 2011.
- April 2015
- Case
Domeyard: Starting a High-Frequency Trading (HFT) Hedge Fund
By: Lauren Cohen, Christopher Malloy and Matthew Foreman
The principals at Domeyard, a start-up high frequency trading (HFT) hedge fund based in Cambridge, faced a myriad of important decisions: which markets to trade on, how to raise capital, and from whom to raise capital. Many of these decisions were standard for... View Details
Cohen, Lauren, Christopher Malloy, and Matthew Foreman. "Domeyard: Starting a High-Frequency Trading (HFT) Hedge Fund." Harvard Business School Case 215-036, April 2015.
- April 2010 (Revised May 2012)
- Background Note
Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S.
By: Lena G. Goldberg, Robert C. Pozen and Melissa Anne Hammerle
This note provides students with an explanation of the regulatory and tax framework for hedge funds vs. mutual funds in the U.S. View Details
Keywords: Investment Funds; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Taxation; Financial Services Industry; United States
Goldberg, Lena G., Robert C. Pozen, and Melissa Anne Hammerle. "Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S." Harvard Business School Background Note 310-131, April 2010. (Revised May 2012.)
- May 2011
- Article
Higher Risk, Lower Returns: What Hedge Fund Investors Really Earn
By: Ilia Dichev and Gwen Yu
The returns of hedge fund investors depend not only on the returns of the hedge funds they hold but also on the timing and magnitude of their capital flows in and out of the funds. We use dollar-weighted returns (a form of IRR) to assess the properties of actual... View Details
Dichev, Ilia, and Gwen Yu. "Higher Risk, Lower Returns: What Hedge Fund Investors Really Earn." Journal of Financial Economics 100, no. 2 (May 2011): 248–263.
- April 22, 2012
- Article
U.S. Hedge Funds Rules Relaxed by Accident
By: Robert C. Pozen
Pozen, Robert C. "U.S. Hedge Funds Rules Relaxed by Accident." FT.com (April 22, 2012).
- September – October 2011
- Article
The Return Experience of Hedge Fund Investors
By: Ilia Dichev and Gwen Yu
Keywords: Investment
Dichev, Ilia, and Gwen Yu. "The Return Experience of Hedge Fund Investors." World Financial Review (September–October 2011).
- September 2015
- Teaching Note
Novell (A): When an Activist Hedge Fund Came Calling on the Board, and Novell (B): Aftermath of Hedge Fund Attack
By: Richard L. Nolan
- June 2013 (Revised July 2013)
- Case
Blackstone Alternative Asset Management
By: Robin Greenwood, Luis M. Viceira and Jared Dourdeville
This case explores reasons for Blackstone Alternative Asset Management's (BAAM's) growth from 2007-2013, a time when the overall fund of hedge funds industry contracted substantially. Additionally, the case analyzes evolving business models and value propositions... View Details
Keywords: Hedge Fund; Fund Of Hedge Funds; Hedge Fund Industry Growth; Fund Of Hedge Funds Industry Growth; Evolving Business Models; Value Propositions In The Fund Of Hege Funds Industry; Business Model; Investment Funds; Growth and Development Strategy; Financial Services Industry; United States
Greenwood, Robin, Luis M. Viceira, and Jared Dourdeville. "Blackstone Alternative Asset Management." Harvard Business School Case 213-129, June 2013. (Revised July 2013.)
- May 1979 (Revised January 1994)
- Exercise
Hedging Exercises
By: David E. Bell
Bell, David E. "Hedging Exercises." Harvard Business School Exercise 179-211, May 1979. (Revised January 1994.)
- September 2015 (Revised February 2016)
- Supplement
Novell (B): Board of Directors Aftermath of Hedge Fund Attack
By: Richard L. Nolan
No corporation and its board of directors is immune to a disruptive shareholder activist attack. The Novell (A) and (B) cases take students through a shareholder activist attack and its aftermath—a saga that spanned 5 years. The cases outline the activist playbook in... View Details
Nolan, Richard L. "Novell (B): Board of Directors Aftermath of Hedge Fund Attack." Harvard Business School Supplement 916-405, September 2015. (Revised February 2016.)