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Publications
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(2,993)
- Faculty Publications (748)
- 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
- 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
- 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
- 2011
- Teaching Note
Juner New Materials: On the Road to IPO (TN)
By: F. Warren McFarlan, Donglin Xia, Ning Jia and Ziqian Zhao
Juner New Materials (Juner) is a private China-based company that develops, produces, and distributes modified plastic compounds. Founded in 1995 by female serial entrepreneur Xiaomin Chen, Juner has exhibited strong performance and growth potential in the past fifteen... View Details
Keywords: Emerging Markets; Entrepreneurship; Financial Statements; IPO; Valuation; Women Executives; China; Plastics; China
- December 2010
- Case
Financing Higher Education in Australia
By: David A. Moss and Stephanie Lo
Even before Australian lawmakers abolished university tuition in 1973, students in Australia had long benefited from low tuition and large government subsidies. By the early 1980s, however, the nation's universities faced growing budget challenges and an apparent... View Details
- November 2010 (Revised May 2014)
- Case
Dow's Bid for Rohm and Haas
By: Benjamin C. Esty and David Lane
This case analyzes Dow Chemical Company's proposed acquisition of Rohm and Haas in 2008. The $18.8 billion acquisition was part of Dow's strategic transformation from a slow-growth, low-margin, and cyclical producer of basic chemicals into a higher-growth,... View Details
- November 2010
- Case
Morgan Asset Management
By: Boris Groysberg, Paul M. Healy and Sarah Abbott
It is 2010 and Guillermo Araoz, the equity research director at Morgan Asset Management (MAM), is considering his research budget for the year. Due to recent declines in the equity markets and MAM's sale of its mutual funds business, MAM has seen a decline in its... View Details
- November 2010 (Revised May 2012)
- Case
Innovating into Active ETFs: Factor Funds Capital Management LLC
By: Kenneth A. Froot, Lauren Cohen and Scott Waggoner
Kishore Karunakaran, President and COO of FFCM, faces a variety of challenges in launching an innovative investment management business in the rapidly evolving ETF space. View Details
- November 2010 (Revised October 2012)
- Background Note
Farmland Investing: A Technical Note
By: Ray Goldberg, Arthur I Segel, Gustavo Herrero and Andrew Terris
This note seeks to provide an overview of farmland investing, the investment thesis behind investing in agriculture, how and why investors would choose farmland, and the general risks and return characteristics of this asset class. In recent years, a growing number of... View Details
- October 2010 (Revised July 2013)
- Case
AEP: Carbon Capture and Storage
By October 2010, American Electric Power, the largest coal-fired, electric utility in the United States, had been operating a carbon capture and sequestration pilot plant for one year. Using a proprietary, Alstom chilled ammonia technology, AEP was capturing and... View Details
- October 2010 (Revised July 2011)
- Case
PrimedicProviding Primary Care in Mexico
By: Richard G. Hamermesh, Regina Garcia-Cuellar and Lauren Sarah Margulies
Primedic is a Mexican start-up that aims to deliver affordable primary and preventative healthcare to those at the base of the economic pyramid. The company is about to exhaust its first round of venture capital funding and the business model has yet to gain traction.... View Details
- 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
- October 2010 (Revised January 2011)
- Case
Charter Communications Bankruptcy
By: Paul A. Gompers and Emily Weisburst
Charter Communications' bankruptcy presents an opportunity for some of its creditors to convert their debt holdings into equity. A mutual fund manager must determine how to maximize his debt investment in Charter given the restructuring and decide whether to... View Details
- October 2010 (Revised November 2012)
- Case
Shenzhen Capital Group
By: Paul A. Gompers, Shaohui Chen, Jessie Lin and Shelley Ling
Haitao Jin, chairman of Shenzhen Capital Group Co., Ltd. (SCGC), and Wanshou Li, president of SCGC, must decide how to continue to grow their venture capital/private equity firm in China. SCGC is a premier VC/PE fund in China and a pioneer of the Government Sponsored... View Details
- October 2010
- Article
The Emerging Capital Market for Nonprofits
By: Robert S. Kaplan and Allen S. Grossman
Many of our largest and most successful companies today did not exist 50 years ago. During this same time interval, companies that ranked among top in the 1960s have disappeared, been merged out of existence, or become much smaller presences in the U.S. industrial... View Details
- September 2010 (Revised March 2012)
- Case
AQR's Momentum Funds (A)
By: Daniel Baird Bergstresser, Lauren H. Cohen, Randolph B. Cohen and Christopher J. Malloy
AQR is a hedge fund based in Greenwich, Connecticut, that is considering offering a wholly new line of product to retail investors, namely the ability to invest in the price phenomenon known as momentum. There is a large body of empirical evidence supporting momentum... View Details
- September 2010 (Revised May 2012)
- Case
Windward Investment Management
By: Luis M. Viceira and Ricardo Alberto De Armas
Windward Investment Management has experienced rapid growth in assets under management in just ten years, from under $30 million at year-end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry that... View Details
- September 2010 (Revised July 2013)
- Case
Alnylam Pharmaceuticals: Building Value from the IP Estate
By: Willy C. Shih and Sen Chai
The learning objective of this case is to help students recognize the interplay between intellectual property (IP) rights and corporate strategy. We do this by examining what is a fairly atypical circumstance today in which a single firm is able to secure what it... View Details
- August 2010 (Revised March 2012)
- Supplement
The Dow Acquisition of Rohm and Haas (C)
By: Jay W. Lorsch and Melissa Barton
The global economy entered a crippling recession in the fourth quarter of 2008 and Dow lost its primary source of funding for its planned acquisition of Rohm and Haas. View Details
- July 2010 (Revised March 2016)
- Case
MacroMarkets LLC
By: Robin Greenwood and Luis M. Viceira
MacroMarkets co-founder and CEO Samuel Masucci III is meeting with a strategic partner for his firm. Co-founded with Yale University Professor Robert Shiller, MacroMarkets' main innovation is the "MacroShare," which allows investors to take long or short, levered or... View Details