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14 Sep 2015
News

‘It’s a balancing act’

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

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

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

SSRN

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

12 Mar 2015
Video

Edith Dorsen - Making A Difference

02 Apr 2018
News

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

21 Jun 2011
News

HBS's Lion of Entrepreneurship on Five Start-up Choices

June 2007 (Revised July 2007)
Case

Leslie Brinkman at Versutia Capital

By: Julie Battilana and Robert Steven Kaplan

Leslie Brinkman is the founder and CEO of a hedge fund, Genuity Capital. Leslie spent late 2002 and early 2003 assembling her team and launched the fund in early 2003. While the firm performed well during 2003 and 2004 (both in terms of returns and new assets), in 2005... View Details

Keywords: Management Style; Organizational Design; Performance Improvement; Groups and Teams

August 2009
Article

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: Asset Price Bubbles; Investment Experience; Investor Age; Trend Chasing; Investment; Experience and Expertise; Age; Behavioral Finance; Price Bubble; Information Technology; Stocks

21 Aug 2021
News

Farrell: How an Investor Can Try to Make Money and Stay Away from Polluting Companies

01 Dec 2020
News

In the Zone

good about myself; it’s about unlocking the great potential that exists in this community.” After joining HCZ as a senior manager and special assistant to Canada, Owusu-Kesse was named COO in 2014; in July 2020, he became CEO. (Canada... View Details

Keywords: Julia Hanna; nonprofit management; urban development; leadership; public education; Educational Services

07 Jun 2014
Video

Dora Vardis - Making A Difference

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

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