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    • All HBS Web  (1,367)
      • Faculty Publications  (358)

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      • March 2011
      • Module Note

      Strategic Marketing in Creative Industries: Managing Products and Product Portfolios

      By: Anita Elberse
      Keywords: Marketing Strategy; Product Marketing
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      Elberse, Anita. "Strategic Marketing in Creative Industries: Managing Products and Product Portfolios." Harvard Business School Module Note 511-012, March 2011.
      • February 2011
      • Case

      Barceló Hotels and Resorts (A)

      By: John T. Gourville and Marco Bertini
      Barcelo Hotels and Resorts must decide whether to allow its many hotels to continue to undertake separate promotional campaigns or to run, for the first time, a broad corporate-level promotion. Complicating the decision is the fact that the many hotels in its portfolio... View Details
      Keywords: Brand Management; Sales Promotions; Brands and Branding; Price; Strategy; Corporate Strategy; Accommodations Industry
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      Gourville, John T., and Marco Bertini. "Barceló Hotels and Resorts (A)." Harvard Business School Case 511-108, February 2011.
      • February 2011 (Revised January 2017)
      • Case

      Countrywide plc

      By: Stuart C. Gilson and Sarah L. Abbott
      One of the world's leading investors in distressed companies, Oaktree Capital Management, is contemplating a "loan to own" investment in the debt of Countrywide plc, a financially troubled residential real estate agent based in the U.K. Only sixteen months earlier,... View Details
      Keywords: Mergers and Acquisitions; Restructuring; Financial Crisis; Capital Structure; Insolvency and Bankruptcy; Financial Management; Investment; Real Estate Industry; United Kingdom
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      Gilson, Stuart C., and Sarah L. Abbott. "Countrywide plc." Harvard Business School Case 211-026, February 2011. (Revised January 2017.)
      • 2011
      • Case

      Founder's Group Diversification

      By: F. Warren McFarlan, Donghong Li and Chuanjiang Mao
      Founder Group's Chairman of the Board, Wei Xin, made adjustments to the company portfolio in 2010. Established in the mid-1980s, Founder is the industry leader for Chinese laser typesetting systems and was once the second largest PC manufacturer in China. It is also... View Details
      Keywords: Strategy Management; China
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      McFarlan, F. Warren, Donghong Li, and Chuanjiang Mao. "Founder's Group Diversification." Tsinghua University Case, 2011.
      • 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... View Details
      Keywords: Forecasting and Prediction; Asset Management; Cash Flow; Stock Shares; Financial Markets; Investment Funds; Measurement and Metrics; Mathematical Methods; Strategy; Valuation; Financial Services Industry
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      Baker, Malcolm P., and David Lane. "Matrix Capital Management (A)." Harvard Business School Case 211-017, January 2011. (Revised January 2015.)
      • 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
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      Baker, Malcolm P., and David Lane. "Matrix Capital Management (B)." Harvard Business School Supplement 211-048, January 2011.
      • 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... 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
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      Baker, Malcolm P., and David Lane. "Matrix Capital Management (C)." Harvard Business School Supplement 211-060, January 2011.
      • January 2011
      • Case

      AIC Netbooks: Optimizing Product Assembly

      By: Steven C. Wheelwright and Sunru Yong
      AIC Systems, located in Taichung, Taiwan, is a manufacturer of printed circuit boards, primarily for motherboards and video cards for personal computers. The firm is considered an original design manufacturer (ODM) and takes an active role in innovating and designing... View Details
      Keywords: Performance Management; Quantitative Analysis; Manufacturing; Production Planning; Production Management; Diversification; Production; Performance Efficiency; Product Design; Performance Improvement; Mobile Technology; Manufacturing Industry; Electronics Industry; Taiwan
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      Wheelwright, Steven C., and Sunru Yong. "AIC Netbooks: Optimizing Product Assembly." Harvard Business School Brief Case 114-245, January 2011.
      • January – February 2011
      • Article

      Benchmarks as Limits to Arbitrage: Understanding the Low-Volatility Anomaly

      By: Malcolm Baker, Brendan Bradley and Jeffrey Wurgler
      Contrary to basic finance principles, high-beta and high-volatility stocks have long underperformed low-beta and low-volatility stocks. This anomaly may be partly explained by the fact that the typical institutional investor's mandate to beat a fixed benchmark... View Details
      Keywords: Volatility; Stocks; Investment Return; Investment Portfolio; Risk Management; Performance Expectations
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      Baker, Malcolm, Brendan Bradley, and Jeffrey Wurgler. "Benchmarks as Limits to Arbitrage: Understanding the Low-Volatility Anomaly." Financial Analysts Journal 67, no. 1 (January–February 2011).
      • September 2011
      • Article

      What Drives Sell-Side Analyst Compensation at High-Status Investment Banks?

      By: Boris Groysberg, Paul M. Healy and David A. Maber
      We use proprietary data from a major investment bank to investigate factors associated with analysts' annual compensation. We find compensation to be positively related to "All-Star" recognition, investment-banking contributions, the size of analysts' portfolios, and... View Details
      Keywords: Investment Banking; Research; Compensation and Benefits; Investment Portfolio; Forecasting and Prediction; Resource Allocation; Status and Position; Business Earnings; Quality; Revenue; Stocks; Voting
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      Groysberg, Boris, Paul M. Healy, and David A. Maber. "What Drives Sell-Side Analyst Compensation at High-Status Investment Banks?" Journal of Accounting Research 49, no. 4 (September 2011): 969–1000.
      • December 2010
      • Compilation

      VCPE Strategy Vignettes I

      By: Josh Lerner, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon and Lisa Strope
      These three vignettes present various issues around the strategy and management of venture capital and private equity firms. In one, the general partners must decide whether to invest in an intriguing opportunity that lies outside the firm's carefully developed... View Details
      Keywords: Venture Capital; Private Equity; Financial Strategy; Projects; Decision Choices and Conditions; Partners and Partnerships; Opportunities; Investment Portfolio; Business or Company Management; China
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      Lerner, Josh, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon, and Lisa Strope. "VCPE Strategy Vignettes I." Harvard Business School Compilation 811-043, December 2010.
      • December 2010
      • Compilation

      VCPE Strategy Vignettes II

      By: Josh Lerner, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon and Lisa Strope
      These three vignettes present various issues around the strategy and management of venture capital and private equity firms. In one, a senior partner must decide how to manage an over-extended colleague and how to reduce the risk of the firm's portfolio; the second... View Details
      Keywords: Venture Capital; Private Equity; Cost vs Benefits; Insolvency and Bankruptcy; Investment Portfolio; Ownership; Partners and Partnerships; Risk Management; Stocks; Problems and Challenges; United States
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      Lerner, Josh, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon, and Lisa Strope. "VCPE Strategy Vignettes II." Harvard Business School Compilation 811-054, December 2010.
      • December 2010 (Revised November 2014)
      • Case

      Steven Carpenter at Cake Financial

      By: Thomas R. Eisenmann and Alison Berkley Wagonfeld
      After investing $9 million of venture capital, Cake Financial had failed to reach critical mass. In early 2010 Cake's assets were sold and the company was dissolved. Founded in 2006, the San Francisco-based Internet company allowed users to monitor their investments... View Details
      Keywords: Corporate Entrepreneurship; Business or Company Management; Business Model; Growth and Development Strategy; Business Strategy; Internet; Financial Services Industry; Web Services Industry
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      Eisenmann, Thomas R., and Alison Berkley Wagonfeld. "Steven Carpenter at Cake Financial." Harvard Business School Case 811-041, December 2010. (Revised November 2014.)
      • Article

      Do Strong Fences Make Strong Neighbors?

      By: Mihir Desai and Dhammika Dharmapala
      Many features of U.S. tax policy towards multinational firms-including the governing principle of capital export neutrality, the byzantine system of expense allocation, and anti-inversion legislation-reflect the intuition that building "strong fences" around the United... View Details
      Keywords: International Taxation; Initial Public Offerings; Foreign Portfolio Investment; Policy; Taxation; Multinational Firms and Management; Globalized Markets and Industries; Initial Public Offering; Mergers and Acquisitions; Foreign Direct Investment; United States
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      Desai, Mihir, and Dhammika Dharmapala. "Do Strong Fences Make Strong Neighbors?" National Tax Journal 63, no. 4 (December 2010): 723–740.
      • November 2010
      • Case

      Morgan Asset Management

      By: Boris Groysberg, Paul M. Healy and Sarah Abbott
      It is 2010 and Guillermo Araoz, the equity research director at Morgan Asset Management (MAM), is considering his research budget for the year. Due to recent declines in the equity markets and MAM's sale of its mutual funds business, MAM has seen a decline in its... View Details
      Keywords: Budgets and Budgeting; Asset Management; Financial Strategy; Investment; Resource Allocation; Research and Development; Financial Services Industry
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      Groysberg, Boris, Paul M. Healy, and Sarah Abbott. "Morgan Asset Management." Harvard Business School Case 411-058, November 2010.
      • November 2010 (Revised February 2013)
      • Case

      Cresud S.A., Farmer or Real Estate Developer?

      By: Ray Goldberg, Arthur I Segel, Gustavo Herrero and Andrew Terris
      Alejandro Elsztain, CEO of Cresud S.A., is faced with the difficult choice of whether to sell, develop, or continue to hold the 151,000 hectares of remaining undeveloped farmland at the company's Los Pozos farm in Argentina. Developing the land will further expose... View Details
      Keywords: Agribusiness; Investment; Investment Portfolio; Risk Management; Ownership Stake; Property; Agriculture and Agribusiness Industry; Real Estate Industry; Argentina
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      Goldberg, Ray, Arthur I Segel, Gustavo Herrero, and Andrew Terris. "Cresud S.A., Farmer or Real Estate Developer?" Harvard Business School Case 211-011, November 2010. (Revised February 2013.)
      • September 2010 (Revised May 2012)
      • Case

      Harvard Management Company (2010)

      By: Andre F. Perold and Erik Stafford
      In February 2010, Jane Mendillo, CEO of Harvard Management Company, was reflecting on the list of issues facing Harvard University's endowment in preparation for the upcoming board meeting. The recent financial crisis had vividly highlighted several key issues... View Details
      Keywords: Financial Crisis; Higher Education; Asset Management; Financial Liquidity; Investment Portfolio; Risk Management; Education Industry; Financial Services Industry; Massachusetts
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      Perold, Andre F., and Erik Stafford. "Harvard Management Company (2010)." Harvard Business School Case 211-004, September 2010. (Revised May 2012.)
      • August 2010 (Revised January 2012)
      • Supplement

      Leaders Who Make a Difference: Sam Palmisano's Smarter IBM: Day 2

      By: Joseph L. Bower and Sonja Ellingson Hout
      Sam Palmisano became CEO of IBM in 2002. He dramatically energized the organization through portfolio changes and a values driven approach to managing the company. View Details
      Keywords: Transformation; Leadership; Leadership Style; Business or Company Management; Emerging Markets; Value
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      Bower, Joseph L., and Sonja Ellingson Hout. "Leaders Who Make a Difference: Sam Palmisano's Smarter IBM: Day 2." Harvard Business School Supplement 311-031, August 2010. (Revised January 2012.)
      • August 2010 (Revised January 2012)
      • Case

      Leaders Who Make a Difference: Sam Palmisano's Smarter IBM: Day 1

      By: Joseph L. Bower and Sonja Ellingson Hout
      Sam Palmisano became CEO of IBM in 2002. He dramatically energized the organization through portfolio changes and a values driven approach to managing the company. View Details
      Keywords: Values and Beliefs; Multinational Firms and Management; Leadership; Growth and Development Strategy; Emerging Markets; Organizational Change and Adaptation; Corporate Strategy; Information Technology Industry; New York (state, US)
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      Bower, Joseph L., and Sonja Ellingson Hout. "Leaders Who Make a Difference: Sam Palmisano's Smarter IBM: Day 1." Harvard Business School Case 311-030, August 2010. (Revised January 2012.)
      • August 2010 (Revised October 2010)
      • Case

      Patagonia

      By: Ramon Casadesus-Masanell, Hyunjin Kim and Forest L. Reinhardt
      Patagonia was deeply committed to the environment. This commitment, at times, conflicted with the company's goal to create the most innovative products in its industry. Patagonia's founder and executives welcomed imitation of both its environmental commitment and its... View Details
      Keywords: Business History; Environmental Sustainability; Business Model; Business Strategy; Expansion; Consumer Products Industry
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      Casadesus-Masanell, Ramon, Hyunjin Kim, and Forest L. Reinhardt. "Patagonia." Harvard Business School Case 711-020, August 2010. (Revised October 2010.)
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