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- All HBS Web
(2,021)
- People (1)
- News (347)
- Research (1,400)
- Events (7)
- Multimedia (5)
- Faculty Publications (870)
- 2022
- Book
Private Equity
By: Paul A. Gompers and Steven N. Kaplan
This Advanced Introduction provides an illustrative guide to private equity, integrating insights from academic research with examples to derive practical recommendations. Paul Gompers and Steven Kaplan begin by reviewing the history of private equity then exploring... View Details
Gompers, Paul A., and Steven N. Kaplan. Private Equity. Elgar Advanced Introductions. London: Edward Elgar Publishing, 2022.
- March 2004 (Revised October 2013)
- Case
Innocents Abroad: Currencies and International Stock Returns
By: Mihir A. Desai, Kathleen Luchs, Elizabeth A. Meyer and Mark Veblen
What do international stocks contribute to the portfolio of a U.S. investor? How do currencies interact with stock price movements in determining the benefits of international diversification? This case helps students compare the risks and returns of foreign stock... View Details
Keywords: Diversification; International CAPM; CAPM; Home Bias; Currency Risk; Exchange Rate Risk; International Stock Market Returns; United States; Currency Exchange Rate; Stocks; Financial Markets; International Finance; Investment Return; Currency; Risk and Uncertainty; Emerging Markets; Investment Portfolio; Financial Services Industry; United States; Australia; Canada; China; Germany; India; Japan; United Kingdom
Desai, Mihir A., Kathleen Luchs, Elizabeth A. Meyer, and Mark Veblen. "Innocents Abroad: Currencies and International Stock Returns." Harvard Business School Case 204-141, March 2004. (Revised October 2013.)
- February 2003 (Revised March 2011)
- Background Note
Between a Rock and a Hard Place: Valuation and Distribution in Private Equity
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Introduces the issues attendant to valuing privately held portfolios and distributing thinly traded stock. Although they have existed since the beginning of the formal venture capital industry, they have received increasing amounts of attention as the money invested in... View Details
Keywords: Venture Capital; Private Equity; Stocks; Investment Portfolio; Valuation; Financial Services Industry
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Between a Rock and a Hard Place: Valuation and Distribution in Private Equity." Harvard Business School Background Note 803-161, February 2003. (Revised March 2011.)
- 05 Jun 2015
- News
How Banking Analysts’ Biases Benefit Everyone Except Investors
- February 2011 (Revised August 2021)
- Case
Gemini Investors
By: Richard S. Ruback and Royce Yudkoff
Gemini Investors was a private equity firm focused on small and lower middle market businesses. Gemini's target investment size was between $4 million and $6 million and a typical portfolio company had revenue of between $8 million and $30 million. In early 2015,... View Details
Keywords: Private Equity; Investment; Investment Funds; Markets; Size; Financial Services Industry; United States
Ruback, Richard S., and Royce Yudkoff. "Gemini Investors." Harvard Business School Case 211-066, February 2011. (Revised August 2021.)
- 15 Jan 2020
- Video
Rahmi M. Koç
Rahmi Koç, former Chair of of Koç Holding, the largest diversified business group in Turkey, relates how difficult it is to bring foreign investments to Turkey, in part due to its location in a volatile region... View Details
- 14 Nov 2021
- News
Vikram Gandhi—HBS Professor and Managing Partner at Asha Impact Fund
- January 2008
- Background Note
Collateralized Debt Obligations (CDOs)
By: Joshua Coval and Erik Stafford
This lesson integrated Merton's (1974) contingent claims model of debt and equity claims with the CAPM, which allows us to examine the risks and pricing of credit portfolios and the derivative claims issued against them. In particular, this model is used to make... View Details
Keywords: Decision Choices and Conditions; Borrowing and Debt; Credit Derivatives and Swaps; Investment Portfolio; Risk Management
Coval, Joshua, and Erik Stafford. "Collateralized Debt Obligations (CDOs)." Harvard Business School Background Note 208-113, January 2008.
- June 2011 (Revised September 2011)
- Case
Two Key Decisions for China's Sovereign Fund
By: Robert C. Pozen and Xiaoyu Gu
The China Investment Corporation (CIC) was China's sovereign wealth fund (SWF), established with $200 billion of registered capital in September 2007 to diversify China's foreign exchange holdings and increase risk-adjusted returns on those assets. CIC was unusual in... View Details
Keywords: Business Subsidiaries; Business Growth and Maturation; Decisions; Capital; Investment Banking; Investment Funds; Corporate Social Responsibility and Impact; Ownership; Business and Shareholder Relations; Risk and Uncertainty; Wealth; Expansion; Financial Services Industry; China; United States
Pozen, Robert C., and Xiaoyu Gu. "Two Key Decisions for China's Sovereign Fund." Harvard Business School Case 311-137, June 2011. (Revised September 2011.)
- March 2001 (Revised June 2003)
- Case
FDI in China
China is one of the most popular investment destinations in the world. Throughout much of the 1990s, China accounted for 50% of foreign direct investment (FDI) going into developing countries, and between 1994 and 1997, China was the second-largest recipient of FDI in... View Details
Huang, Yasheng. "FDI in China." Harvard Business School Case 701-061, March 2001. (Revised June 2003.)
- January 2024 (Revised February 2024)
- Case
TPG Rise Climate: Deploying 'Climate Capital'
By: Vikram S. Gandhi, David Allen, Sarah Mehta and Shannon Roche
This case is about TPG Rise Climate, a $7.3 billion climate impact fund launched in 2021 by alternative asset manager TPG. Climate investing is a complex, capital-intensive endeavor; entering it has forced TPG to think and act differently. Relative to other funds, Rise... View Details
Keywords: Energy; Environmental Management; Ownership; Science; Value; Asset Management; Investment Funds; Investment Portfolio; Financial Markets; Financial Services Industry; California; San Francisco; New York (city, NY)
Gandhi, Vikram S., David Allen, Sarah Mehta, and Shannon Roche. "TPG Rise Climate: Deploying 'Climate Capital'." Harvard Business School Case 824-077, January 2024. (Revised February 2024.)
- 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
Baker, Malcolm P., and David Lane. "Matrix Capital Management (B)." Harvard Business School Supplement 211-048, January 2011.
- 04 Feb 2016
- Working Paper Summaries
Risk Preferences and Misconduct: Evidence from Politicians
- 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
Baker, Malcolm P., and David Lane. "Matrix Capital Management (C)." Harvard Business School Supplement 211-060, January 2011.
- November 2000
- Case
Reuters Greenhouse Fund
By: Rosabeth M. Kanter and Daniel Galvin
Reuters Greenhouse Fund had successfully invested in a portfolio of 79 companies working in areas relevant to Reuters Group's strategic interests. It had itself facilitated a powerful network among the companies and become a respected global venture capital firm.... View Details
Keywords: Venture Capital; Investment; Investment Portfolio; Corporate Entrepreneurship; Financial Strategy; Organizational Change and Adaptation; Transition; Partners and Partnerships; Networks; Internet; Financial Services Industry; Media and Broadcasting Industry
Kanter, Rosabeth M., and Daniel Galvin. "Reuters Greenhouse Fund." Harvard Business School Case 301-012, November 2000.
- 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
Baker, Malcolm P., and David Lane. "Matrix Capital Management (A)." Harvard Business School Case 211-017, January 2011. (Revised January 2015.)
- September 1987
- Background Note
What Do Venture Capitalists Do?
Presents the results derived from 49 responses to a questionnaire mailed to 100 venture capitalists in late 1984. The purpose of the survey was to shed light on the relationship between venture capitalists and their portfolio companies. The survey revealed that the... View Details
Keywords: Borrowing and Debt; Venture Capital; Investment Portfolio; Recruitment; Surveys; Managerial Roles; Service Operations; Relationships; Service Industry
Sahlman, William A. "What Do Venture Capitalists Do?" Harvard Business School Background Note 288-015, September 1987.
- November 2002 (Revised June 2003)
- Case
Merchant Card Services, Inc. (A)
By: Constance E. Bagley and David Lane
Explores the interaction between a venture capital firm that negotiates a good deal for itself and the portfolio company that seeks to extricate itself from its obligations. Exemplifies the potential conflicts between the fiduciary duty of board members and the... View Details
Bagley, Constance E., and David Lane. "Merchant Card Services, Inc. (A)." Harvard Business School Case 803-042, November 2002. (Revised June 2003.)
- November 1992 (Revised December 1994)
- Case
BEA Associates: Enhanced Equity Index Funds
By: Andre F. Perold
BEA's enhanced index fund product uses derivatives and cash market securities to find the most efficient way to "track an index." The considerations involve transaction costs, custodial fees, withholding taxes on dividends, and fees from securities lending. In this... View Details
Keywords: Credit Derivatives and Swaps; Investment Portfolio; Management; Investment Banking; Competitive Advantage; Cost Management
Perold, Andre F. "BEA Associates: Enhanced Equity Index Funds." Harvard Business School Case 293-024, November 1992. (Revised December 1994.)