• February 2010
• Case

Applied Research Technologies, Inc.: Global Innovation's Challenges

By: Christopher A. Bartlett and Heather Beckham

Applied Research Technologies, Inc. (ART) is a diversified technology company which has used its entrepreneurial culture and encouragement of innovation as an ongoing competitive advantage. The case concentrates on the challenges faced by Peter Vyas, the Filtration... View Details

Keywords: Management Style; Managerial Roles; Management Practices and Processes; Reputation; Organizational Culture; Innovation and Management; Competitive Advantage; Entrepreneurship; Management Systems; Cross-Cultural and Cross-Border Issues; Technology Industry

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Bartlett, Christopher A., and Heather Beckham. "Applied Research Technologies, Inc.: Global Innovation's Challenges." Harvard Business School Brief Case 104-168, February 2010.

• 2008
• Working Paper

Inexperienced Investors and Bubbles

By: Robin Greenwood and Stefan Nagel

We use mutual fund manager data from the technology bubble to examine the hypothesis that inexperienced investors play a role in the formation of asset price bubbles. Using age as a proxy for managers' investment experience, we find that around the peak of the... View Details

Keywords: Investment; Stocks; Information Technology; Price Bubble; Asset Management; Experience and Expertise

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Greenwood, Robin, and Stefan Nagel. "Inexperienced Investors and Bubbles." NBER Working Paper Series, No. 14111, June 2008.

Morningstar Misclassification

We provide evidence that bond fund managers misclassify their holdings, and that these misclassifications have a real and significant impact on investor capital flows. The problem is widespread - resulting in up to 31.4% of funds being misclassified with safer... View Details

• January 1999 (Revised March 2004)
• Case

AMB Consolidation, The

By: William J. Poorvu and Daniel J. Rudd

Anne Shea, assistant vice president at the Curators' Fund (The Fund), is responsible for investing roughly $80 million in real-estate assets. Less than three years ago, Anne invested $40 million into a commingled fund run by AMB Institutional Realty Advisors, Inc., a... View Details

Keywords: Private Ownership; Conflict of Interests; Industry Structures; Property; Investment; Public Ownership; Real Estate Industry

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Poorvu, William J., and Daniel J. Rudd. "AMB Consolidation, The." Harvard Business School Case 899-144, January 1999. (Revised March 2004.)

• 07 Jun 2014
• Video

Dora Vardis - Making A Difference

• 02 Apr 2018
• News

Is 'Gut Feel' a Good Reason to Invest in a Startup?

• January 2025
• Case

Index and Active Investing: Vanguard and the New Frontier of Active ETFs

By: Marco Sammon, Luis M. Viceira and Jonathan Kanagasabai

This case explores Vanguard’s strategic decision-making process as it considers entering the growing market for actively managed exchange-traded funds (ETFs). Set in 2024, the case places students in the position of Rodney Comegys, Vanguard’s global head of the Equity... View Details

Keywords: Asset Management; Financial Strategy; Investment Funds; Investment Portfolio; Financial Services Industry

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Sammon, Marco, Luis M. Viceira, and Jonathan Kanagasabai. "Index and Active Investing: Vanguard and the New Frontier of Active ETFs." Harvard Business School Case 225-056, January 2025.

• 18 Apr 2023
• Research & Ideas

The Best Person to Lead Your Company Doesn't Work There—Yet

isn’t necessary when looking for the right top executive; industry expertise often counts more. Many of these leaders have previous public-company management experience, and they deliver outsized returns for themselves and the PE-backed... View Details

Keywords: by Rachel Layne; Financial Services

• January 2018
• Supplement

Blue Harbour's Activism at Babcock & Wilcox (B)

By: Suraj Srinivasan and Quinn Pitcher

Follow-up case detailing the changes and performance upswing at BWX Technologies after hedge fund Blue Harbour Group's investment and when the fund’s Managing Director Robb LeMasters (MBA’05) joined its board of directors. View Details

Keywords: Investment Activism; Organizational Change and Adaptation; Energy Industry; Construction Industry; United States

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Srinivasan, Suraj, and Quinn Pitcher. "Blue Harbour's Activism at Babcock & Wilcox (B)." Harvard Business School Supplement 118-046, January 2018.

• October 2010 (Revised June 2014)
• Case

Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard

By: Robert S. Kaplan and Ricardo Reisen de Pinho

A new management team at VW do Brazil develops and deploys a strategy map and Balanced Scorecard to accomplish a turnaround and cultural change after eight consecutive years of financial losses and market share declines. The team uses the strategy map to align... View Details

Keywords: Business Cycles; Developing Countries and Economies; Management Teams; Leadership; Balanced Scorecard; Strategic Planning; Balance and Stability; Motivation and Incentives; Communication Strategy; Competitive Advantage; Auto Industry; Brazil; Germany

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Kaplan, Robert S., and Ricardo Reisen de Pinho. "Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard." Harvard Business School Case 111-049, October 2010. (Revised June 2014.)

• April 1999
• Case

General Property Trust

By: Peter Tufano

In 1994 General Property Trust, an Australian property investment trust, was anticipating future cash needs beyond those that the Trust could fund with internal cash flows. The managers of the Trust were considering a novel financing structure whereby it would sell... View Details

Keywords: Financing and Loans; Financial Institutions; Financial Services Industry; Real Estate Industry; Australia

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Tufano, Peter, and John C Handley. "General Property Trust." Harvard Business School Case 299-098, April 1999.

• May 1993 (Revised June 1993)
• Case

Friendly Cards, Inc.

By: William E. Fruhan Jr.

Involves analysis of a major capital investment proposal, an acquisition of another company, an estimate of the funds required for these two possible outlays, and a recommended course of management action. View Details

Keywords: Mergers and Acquisitions; Capital; Capital Budgeting; Investment

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Fruhan, William E., Jr. "Friendly Cards, Inc." Harvard Business School Case 293-135, May 1993. (Revised June 1993.)