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    • Faculty Publications  (154)

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    • All HBS Web  (120,065)
      • Faculty Publications  (154)

      Viceira, Luis M.Remove Viceira, Luis M. →

      ← Page 2 of 154 Results →
      • August 2022 (Revised August 2022)
      • Teaching Note

      Pershing Square’s Pandemic Trade

      By: Emil N. Siriwardane and Luis M. Viceira
      Teaching Note for HBS Case Nos. 222-007, 222-008, 222-009, and 222-010. View Details
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      Siriwardane, Emil N., and Luis M. Viceira. "Pershing Square’s Pandemic Trade." Harvard Business School Teaching Note 223-023, August 2022. (Revised August 2022.)
      • August 2022
      • Teaching Note

      PE Secondaries: Blackstone Strategic Partners

      By: Victoria Ivashina and Luis M. Viceira
      Teaching Note for HBS Case No. 222-027. View Details
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      Ivashina, Victoria, and Luis M. Viceira. "PE Secondaries: Blackstone Strategic Partners." Harvard Business School Teaching Note 223-022, August 2022.
      • June 2022
      • Teaching Note

      Modern Endowment Management: Paula Volent and the Bowdoin Endowment

      By: Luis M. Viceira
      Teaching Note for HBS Case No. 211-101. View Details
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      Viceira, Luis M. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Teaching Note 222-089, June 2022.
      • 2022
      • Working Paper

      Retail Investors’ Contrarian Behavior Around News, Attention, and the Momentum Effect

      By: Cheng (Patrick) Luo, Enrichetta Ravina, Marco Sammon and Luis M. Viceira
      Using a large panel of U.S. brokerage accounts trades and positions, we show that a large fraction of retail investors trade as contrarians after large earnings surprises, especially for loser stocks, and that such contrarian trading contributes to post earnings... View Details
      Keywords: Retail Investors; Post Earnings Announcement Drift; Price Momentum; Behavioral Finance; Investment; Demographics
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      Luo, Cheng (Patrick), Enrichetta Ravina, Marco Sammon, and Luis M. Viceira. "Retail Investors’ Contrarian Behavior Around News, Attention, and the Momentum Effect." Working Paper, June 2022.
      • May 2022
      • Supplement

      Valuing Yahoo! in 2013 (Abridged)

      By: Luis M. Viceira
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      Viceira, Luis M. "Valuing Yahoo! in 2013 (Abridged)." Harvard Business School Spreadsheet Supplement 222-717, May 2022.
      • November 2021
      • Case

      PE Secondaries: Blackstone Strategic Partners

      By: Victoria Ivashina, Luis M. Viceira, John D. Dionne and Alys Ferragamo
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      Ivashina, Victoria, Luis M. Viceira, John D. Dionne, and Alys Ferragamo. "PE Secondaries: Blackstone Strategic Partners." Harvard Business School Case 222-027, November 2021.
      • September 2021
      • Case

      Brown Capital Management

      By: Luis M. Viceira, Emily R. McComb and Sarah Mehta
      Set in July 2021, this case looks at several growth strategies under consideration at Brown Capital, the second-oldest Black-owned asset management firm in the U.S. Since its 1983 founding, Baltimore-based Brown Capital has specialized in small company growth... View Details
      Keywords: Business Growth and Maturation; Growth and Development Strategy; Diversity; Race; Finance; Equity; Public Equity; Stocks; Financial Management; Financial Strategy; Investment; Investment Portfolio; Employee Stock Ownership Plan; Recruitment; Retention; Selection and Staffing; Employee Ownership; Strategy; Financial Services Industry; United States; Maryland; Baltimore
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      Viceira, Luis M., Emily R. McComb, and Sarah Mehta. "Brown Capital Management." Harvard Business School Case 222-002, September 2021.
      • September 2021
      • Teaching Note

      Paradigm Capital Value Fund

      By: Luis M. Viceira
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      Viceira, Luis M. "Paradigm Capital Value Fund." Harvard Business School Teaching Note 222-021, September 2021.
      • July 2021
      • Supplement

      Pershing Square's Pandemic Trade (B)

      By: Emil N. Siriwardane, Luis M. Viceira and Dean Xu
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      Siriwardane, Emil N., Luis M. Viceira, and Dean Xu. "Pershing Square's Pandemic Trade (B)." Harvard Business School Supplement 222-008, July 2021.
      • July 2021 (Revised December 2021)
      • Case

      Pershing Square's Pandemic Trade (A)

      By: Emil N. Siriwardane, Luis M. Viceira, Dean Xu and Lucas Baker
      This case explores the decision that Bill Ackman, CEO and founder of the hedge fund Pershing Square Capital, was considering in late February 2020 about hedging the exposure of the fund’s portfolio from the potential financial fallout ensuing from an extreme event like... View Details
      Keywords: Health Pandemics; Financial Liquidity; Cost Management; Decision Choices and Conditions; Risk Management
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      Siriwardane, Emil N., Luis M. Viceira, Dean Xu, and Lucas Baker. "Pershing Square's Pandemic Trade (A)." Harvard Business School Case 222-007, July 2021. (Revised December 2021.)
      • July 2021
      • Supplement

      Pershing Square's Pandemic Trade (C)

      By: Emil N. Siriwardane, Luis M. Viceira and Dean Xu
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      Siriwardane, Emil N., Luis M. Viceira, and Dean Xu. "Pershing Square's Pandemic Trade (C)." Harvard Business School Supplement 222-009, July 2021.
      • July 2021
      • Supplement

      Pershing Square's Pandemic Trade (D)

      By: Emil N. Siriwardane, Luis M. Viceira and Dean Xu
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      Siriwardane, Emil N., Luis M. Viceira, and Dean Xu. "Pershing Square's Pandemic Trade (D)." Harvard Business School Supplement 222-010, July 2021.
      • June 2021
      • Case

      Modern Endowment Management: Paula Volent and the Bowdoin Endowment

      By: Luis M. Viceira, Emily R. McComb and Dean Xu
      This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and... View Details
      Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation
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      Viceira, Luis M., Emily R. McComb, and Dean Xu. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Case 221-101, June 2021.
      • February 2021 (Revised March 2022)
      • Teaching Note

      Zillow Offers: Winning Online Real Estate 2.0

      By: Marco Di Maggio, Luis M. Viceira and Julia Kelley
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      Di Maggio, Marco, Luis M. Viceira, and Julia Kelley. "Zillow Offers: Winning Online Real Estate 2.0." Harvard Business School Teaching Note 221-071, February 2021. (Revised March 2022.)
      • October 2020 (Revised February 2024)
      • Case

      Divesting Harvard's Endowment

      By: Daniel Green, Luis M. Viceira and Holly Fetter
      By early 2020 Harvard University was facing growing pressure from students, faculty, and alumni to divest its $40 billion endowment of financial stakes in fossil fuel producers. Its previous policy of avoiding the issue was quickly becoming outdated—$21 trillion of... View Details
      Keywords: Divestment; Harvard University; ESG; Higher Education; Investment Portfolio; Environmental Sustainability; Strategy; Corporate Social Responsibility and Impact
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      Green, Daniel, Luis M. Viceira, and Holly Fetter. "Divesting Harvard's Endowment." Harvard Business School Case 221-009, October 2020. (Revised February 2024.)
      • October 2020 (Revised June 2021)
      • Case

      Francisco Partners Private Credit Opportunity Fund

      By: Luis M. Viceira, John D. Dionne, Soracha Prathanrasnikorn and Ari Sunshine
      In April 2020, Scott Einsenberg, the Head of Credit at the private equity firm Francisco Partners, is deciding whether to go ahead with extending a private lending agreement to Eventbrite, Inc. (NYSE: EB), a leading global event management and online ticketing... View Details
      Keywords: Private Debt; Private Credit; Industry Evolution; Private Equity; Investment; Analysis
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      Viceira, Luis M., John D. Dionne, Soracha Prathanrasnikorn, and Ari Sunshine. "Francisco Partners Private Credit Opportunity Fund." Harvard Business School Case 221-002, October 2020. (Revised June 2021.)
      • August 2020
      • Article

      Macroeconomic Drivers of Bond and Equity Risks

      By: John Y. Campbell, Carolin E. Pflueger and Luis M. Viceira
      Our new model of consumption-based habit generates time-varying risk premia on bonds and stocks from loglinear, homoskedastic macroeconomic dynamics. Consumers' first-order condition for the real risk-free bond generates an exactly loglinear consumption Euler equation,... View Details
      Keywords: Consumption-based Habit Formation; Consumption Euler Equation; Time-varying Risk Premia; Inflation Dynamics; Bond-stock Correlation; Risk and Uncertainty; Bonds; Macroeconomics
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      Campbell, John Y., Carolin E. Pflueger, and Luis M. Viceira. "Macroeconomic Drivers of Bond and Equity Risks." Journal of Political Economy 128, no. 8 (August 2020): 3148–3185.
      • July 2020
      • Case

      Mortgage Backed Securities and the Covid-19 Pandemic

      By: Emil N. Siriwardane, Luis M. Viceira and Dean Xu
      In April 2020, global financial markets were still reeling as the COVID-19 pandemic spread rapidly across the world. Global equity markets had initially fallen by 30% in response to the pandemic, and high-yield credit markets had dropped by nearly 20%. In contrast,... View Details
      Keywords: COVID-19; Mortgage-backed Securities; Health Pandemics; Financial Markets; Assets; Resource Allocation; Financial Instruments; Decision Making
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      Siriwardane, Emil N., Luis M. Viceira, and Dean Xu. "Mortgage Backed Securities and the Covid-19 Pandemic." Harvard Business School Case 221-010, July 2020.
      • July 2020
      • Case

      Sustainable Investing in Private Markets at TIFF

      By: Luis M. Viceira and Victoria Sienczewski
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      Viceira, Luis M., and Victoria Sienczewski. "Sustainable Investing in Private Markets at TIFF." Harvard Business School Case 221-005, July 2020.
      • August 2019 (Revised November 2022)
      • Case

      Paradigm Capital Value Fund

      By: Luis M. Viceira and Elena Corsi
      Karl Jan Erick Hummel had founded Paradigm Capital Value Fund in 2007 together with Columbia Business School Professor Bruce Greenwald, an expert in value investing and now chairman of the fund. The fund followed the principles of value investing to their target... View Details
      Keywords: Investment Activism; Investment Portfolio; Financial Management; Growth and Development Strategy; Investment Funds; Financial Services Industry
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      Viceira, Luis M., and Elena Corsi. "Paradigm Capital Value Fund." Harvard Business School Case 220-014, August 2019. (Revised November 2022.)
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