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  • All HBS Web  (471)
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Show Results For

  • All HBS Web  (471)
    • People  (5)
    • News  (110)
    • Research  (218)
    • Events  (1)
    • Multimedia  (1)
  • Faculty Publications  (69)
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  • July 2024
  • Supplement

Pacific Lake Partners (B)

By: Richard S. Ruback and Royce Yudkoff
Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details
Keywords: Entrepreneurship Through Acquisition; Search Fund; Entrepreneurship; Private Equity; Investment Funds; Organizational Structure; United States
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Ruback, Richard S., and Royce Yudkoff. "Pacific Lake Partners (B)." Harvard Business School Multimedia/Video Supplement 224-716, July 2024.
  • May 1999
  • Teaching Note

Explo Leisure Products TN

By: Richard G. Hamermesh
Teaching Note for (9-399-053). View Details
Keywords: Search Funds
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Hamermesh, Richard G. "Explo Leisure Products TN." Harvard Business School Teaching Note 399-168, May 1999.
  • Fast Answer

International Job Search Resources

Search for > Fund Managers > Advanced Search More Filters Location: check box for "Include Secondary Office Locations". Choose your preferred geography and... View Details
  • 15 Apr 2013
  • Research & Ideas

Solving the Search vs. Display Advertising Quandary

advertising agency on how much money was spent and how the funds were allocated. In addition, he received data on how many consumers "converted" after clicking on search and display ads. Because a decision... View Details
Keywords: by Michael Blanding; Advertising
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Bloomberg: funds

How do I look up specific funds in Bloomberg? To search for funds (e.g., hedge funds,) type FSRC and hit GO. Type LPHP FSRC:0:1:602152 and... View Details
  • Fast Answer

Sovereign funds

wealth funds and limit the search to the subject or abstract field.  To narrow the search by location, add a geographic area (e.g., Singapore or Middle East) to the... View Details
  • Fast Answer

Bloomberg: mutual funds

Issuer type in Vanguard Funds/USA. Click on a fund name to get more information. Use the 97) Actions drop down to export to Excel. To use the Fund Screening for funds... View Details
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Bloomberg: hedge funds

type, issuer, etc. Click Modify Criteria to select filters to be removed. To search for funds type FSRC <GO> then follow these steps: Click on the amber links to add your criteria. You will see... View Details
  • 11 Sep 2018
  • Working Paper Summaries

IQ from IP: Simplifying Search in Portfolio Choice

Keywords: by Huaizhi Chen, Lauren Cohen, Umit Gurun, Dong Lou, and Christopher J. Malloy
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Exchange traded funds

Where can I find information on exchange traded funds or ETFs? News and Journals ABI/ProQuest or Business Source Complete To find academic and news articles comparing exchange traded funds to index mutual... View Details
  • 21 Apr 2011
  • Research & Ideas

Searching for Better Practices in Social Investing

In order to garner the capital necessary to foot the bill for social change, nonprofits need to think less about traditional grants and more in terms of innovation--and so do the organizations that fund them. This was a key message from... View Details
Keywords: by Carmen Nobel; Financial Services
  • 2020
  • Working Paper

How Do Private Equity Fees Vary Across Public Pensions?

By: Juliane Begenau and Emil Siriwardane
We study how investment fees vary within private-capital funds. Net-of-fee return clustering suggests that most funds have two tiers of fees, and we decompose differences across tiers into both management and performance-based fees. Managers of venture capital funds... View Details
Keywords: Pension Funds; Fee Dispersion; Search And Negotiation Frictions; Private Equity; Investment Funds
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Begenau, Juliane, and Emil Siriwardane. "How Do Private Equity Fees Vary Across Public Pensions?" Harvard Business School Working Paper, No. 20-073, January 2020. (This working paper has been subsumed by the published paper "Fee Variation in Private Equity." Please see the final version of this paper under "Journal Articles.")
  • Fast Answer

Pension and retirement funds

Where can I find information on pension plans and retirement funds?   To find out more on individual pension funds or create a list:  Pensions & Investments Research Center: Screen by asset owner or money manager, or... View Details
  • Web

HBS Fund Council - Alumni

Volunteer HBS Fund Many alumni dedicate their time and energy to securing donations for the HBS Fund, which plays a vital role in sustaining the School’s core priorities and fueling new ideas and initiatives. HBS View Details
  • April 2024
  • Article

Fee Variation in Private Equity

By: Juliane Begenau and Emil N. Siriwardane
We study how investment fees vary within private-capital funds. Net-of-fee return clustering suggests that most funds have two tiers of fees, and we decompose differences across tiers into both management and performance-based fees. Managers of venture capital funds... View Details
Keywords: Pension Funds; Fee Dispersion; Search And Negotiation Frictions; Private Equity; Investment Funds
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Begenau, Juliane, and Emil N. Siriwardane. "Fee Variation in Private Equity." Journal of Finance 79, no. 2 (April 2024): 1199–1247.
  • October 2020
  • Article

IQ from IP: Simplifying Search in Portfolio Choice

By: Huaizhi Chen, Lauren Cohen, Umit Gurun, Dong Lou and Christopher J. Malloy
Using a novel database that tracks web traffic on the SEC’s EDGAR servers between 2004 and 2015, we show that mutual fund managers gather information on a very particular subset of firms and insiders, and their surveillance is very persistent over time. This tracking... View Details
Keywords: Tracked Trades; Return Predictability; Institutional Trading; Insider Trading; Institutional Investing; Information; Investment Portfolio; Decisions; Management
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Chen, Huaizhi, Lauren Cohen, Umit Gurun, Dong Lou, and Christopher J. Malloy. "IQ from IP: Simplifying Search in Portfolio Choice." Journal of Financial Economics 138, no. 1 (October 2020): 118–137. (Winner of the First Prize, Crowell Memorial Award for Best Paper in Quantitative Investments, PanAgora Asset Management, 2019.)
  • June 2012 (Revised October 2018)
  • Case

Home Nursing of North Carolina

By: Richard S. Ruback and Royce Yudkoff
Ari Medoff's (HBS '11) goal was to control his own professional destiny by owning his own company. His search identified a suitable acquisition in Home Nursing of North Carolina, and he had negotiated a purchase price of $3.5 million, or 4.2x trailing EBITDA. Medoff... View Details
Keywords: Search Funds; Small Companies; Acquisitions; Negotiation; Medical Services; Negotiation Process; Valuation; Investment; Acquisition; Health Industry
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Ruback, Richard S., and Royce Yudkoff. "Home Nursing of North Carolina." Harvard Business School Case 212-120, June 2012. (Revised October 2018.)
  • 22 Sep 2014
  • Op-Ed

Online Banks Fill Funding Needs for Small Business

these marketplaces is that they mitigate one of the biggest problems borrowers and lenders face: search costs. Typically, these marketplaces earn revenue by charging a small fee on top of the loan if the borrower gets View Details
Keywords: by Karen Mills; Banking; Financial Services
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Infrastructure funds and project finance

Where do I find information on infrastructure investments and project finance? LSEG Workspace includes a project finance screening tool that allows searching by initiative type, geography, and cost. On the homepage, type... View Details
  • September 2012
  • Case

Castronics, LLC

By: Richard S. Ruback and Royce Yudkoff
Patrick Dickinson (HBS '09) and Michael Weiner (MIT's Sloan '07) acquired Castronics, a firm that specialized in threading pipe used in the oil and natural gas industry, at the end of 2009. The partners overcame significant hurdles during the first two years of... View Details
Keywords: Small Business; Search Funds; Corporate Finance; Entrepreneurship; Financial Management; Energy Industry; Western United States
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Ruback, Richard S., and Royce Yudkoff. "Castronics, LLC." Harvard Business School Case 213-028, September 2012.
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