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Show Results For
- All HBS Web
(1,587)
- People (11)
- News (437)
- Research (818)
- Events (2)
- Multimedia (1)
- Faculty Publications (362)
- 17 May 2011
- News
Why I Won’t Invest in Hedge Funds
- 2016
- Working Paper
Consequences to Directors of Shareholder Activism
By: Ian D. Gow, Sa-Pyung Sean Shin and Suraj Srinivasan
Using a comprehensive sample for 2004–2012, we examine the impact of shareholder activist campaigns on the careers of directors of targeted firms. We find that activism is associated with directors being almost twice as likely to leave—and performance-sensitivity of... View Details
Keywords: Shareholder Activism; Hedge Funds; Independent Directors; Director Reputation; Accountability; Shareholder Voting; Voting; Retention; Investment Funds; Management Teams; Investment Activism
Gow, Ian D., Sa-Pyung Sean Shin, and Suraj Srinivasan. "Consequences to Directors of Shareholder Activism." Harvard Business School Working Paper, No. 14-071, February 2014. (Revised May 2016.)
- 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 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.)
- 10 Dec 2010
- News
More Evidence of Hedge Fund Futility
- November 2018 (Revised June 2019)
- Case
JANA Partners: Impact through Activism?
By: Vikram S. Gandhi and Caitlin Reimers Brumme
Jana Partners, a well-known “activist” hedge fund has announced the launch of a new fund Jana Impact. The basic premise is that the fund will be able to generate superior returns by using Jana’s activist approach with companies that are underperforming on ESG metrics.... View Details
Keywords: Hedge Fund; Hedge Funds; ETF; Activist Investing; Activism; Investment Activism; Investment Funds; Asset Management
Gandhi, Vikram S., and Caitlin Reimers Brumme. "JANA Partners: Impact through Activism?" Harvard Business School Case 819-073, November 2018. (Revised June 2019.)
- October 2017
- Case
Quantopian: A New Model for Active Management
Keywords: Big Data; Hedge Fund; Crowdsourcing; Investment Fund; Quantitative Hedge Fun; Algorithmic Data; Analytics and Data Science
Fleiss, Sara, Adi Sunderam, Luis M. Viceira, and Caitlin Carmichael. "Quantopian: A New Model for Active Management." Harvard Business School Case 218-046, October 2017.
- 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).
- 22 Sep 2020
- News
Hedge Funds Reject Central Banker Criticism on Volatility
- 11 Sep 2010
- News
Hedge fund stars shine above the crowd
- 2023
- Working Paper
Do Active Funds Do Better in What They Trade?
By: Marco Sammon and John J. Shim
We develop two new, simple measures to quantify active fund decisions at the individual position level. The intuition is to separate passive rebalancing induced by flows and position changes from active rebalancing decisions. We find that additive active rebalancing --... View Details
Sammon, Marco, and John J. Shim. "Do Active Funds Do Better in What They Trade?" Working Paper, November 2023.
- 09 Jan 2023
- News
Alumna Leads Biggest Ever Debut for a Woman-led Hedge Fund
Photo via Surgo Foundation Photo via Surgo Foundation Mala Gaonkar (MBA 1996) kicked off the new year with the debut of her hedge fund SurgoCap Partners, whose $1.8 billion under management made it the "largest debut of a woman-led hedge fund in the industry's... View Details
- 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
- 10 Jan 2019
- News
Jeff Vinik to Relaunch Vinik Asset Management Hedge Fund
- 15 Feb 2020
- News
Hedge fund fuels ‘concerns for our friends at Evergy’
- February 2021 (Revised September 2022)
- Case
Shareholder Activists and Corporate Strategy
By: David J. Collis and Caeden Brynie
This library case examines the rise of shareholder activism in recent years, particularly in the public eye, and analyzes its effects on corporate strategy, growth, and shareholder value. It looks at three contemporary targets of shareholder activism in particular—Bed... View Details
Keywords: Shareholder; Shareholder Activism; Board; Board Of Directors; Hedge Fund; Hedge Fund Activism; Strategy; Corporate Strategy; Investment Activism; Governing and Advisory Boards; Business and Shareholder Relations
Collis, David J., and Caeden Brynie. "Shareholder Activists and Corporate Strategy." Harvard Business School Case 721-437, February 2021. (Revised September 2022.)
- 14 Oct 2016
- News
A venture capitalist proves himself as a hedge fund manager
- 12 Apr 2015
- News
Actively managed exchange traded funds are the NextShares big thing
- 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.)