Publications

May 2008 (Revised August 2010)
Case

ScriptLogic®: Point, Click, Done!™

ScriptLogic is a software company that has built a product portfolio that fits under a 'Point, Click, Done!' umbrella; its products are easy to download, easy to install, and easy to use. The company's online marketing program and inside sales force have been very... View Details

Keywords: Investment Return; Growth and Development Strategy; Product Marketing; Product Development; Salesforce Management; Software; Information Technology Industry

11 Apr 2023
Research & Ideas

Is Amazon a Retailer, a Tech Firm, or a Media Company? How AI Can Help Investors Decide

Traditional investing classifications consider Walmart a consumer staples retailer, but the company owns more than 6,000 retail and distribution properties around the world—the portfolio dwarfs those of many... View Details

Keywords: by Danielle Kost; Consumer Products; Real Estate; Financial Services; Retail

22 May 2007
First Look

First Look: May 22, 2007

Working PapersGlobal Currency Hedging Authors:John Y. Campbell, Karine Serfaty-de Medeiros, and Luis M. Viceira Abstract This paper considers the risk management problem of an investor who holds a diversified portfolio of global... View Details

Keywords: Martha Lagace

December 2024
Case

Enerjisa Üretim: The Digital Era of Electricity Generation

By: Prithwiraj Choudhury and Sadika El Hariri

Launched in 2017, Enerjisa Üretim was one of Türkiye’s largest private sector electricity companies. In its early days, the company faced some financial and operational troubles. When İhsan Erbil Bayçöl, the current CEO of Enerjisa Üretim, joined the business in 2018,... View Details

Keywords: Private Sector; Performance Improvement; Renewable Energy; Growth and Development Strategy; Business Units; Partners and Partnerships; Leadership; Energy Industry; Utilities Industry; Turkey

July 2008 (Revised October 2020)
Case

Sam Barnstable and Blue Sky Radio Devices

By: Felda Hardymon and Ann Leamon

These three short vignettes depict investment professionals considering difficult financings for companies in their portfolios. For one reason or another, each company has under-performed expectations. Should the protagonist recommend that the firm participate or not,... View Details

Keywords: Decision Choices and Conditions; Venture Capital; Financing and Loans; Strategy; Investment Portfolio; Performance

2020
Article

Mutual Funds: Skill and Performance

By: Jonathan B. Berk, Jules van Binsbergen and Max Miller

The authors summarize the recent literature on mutual fund manager skill and performance. They discuss the latest contributions in the field and reinterpret them through the lens of the rational expectations framework (efficient market hypothesis). They further discuss... View Details

Keywords: Investment Return; Investment Portfolio; Financial Management; Performance Evaluation; Measurement and Metrics

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22 Feb 2000
Research & Ideas

Social Capital Markets: Creating Value in the Nonprofit World

invests substantially in a small portfolio of local nonprofits, each a market-based enterprise such a Juma Ventures, which recruits high-risk urban youth to work in Ben & Jerry's shops. They closely... View Details

Keywords: by Anne Kavanagh

Robert J. Dolan

Robert J. Dolan is the Baker Foundation Professor at Harvard Business School. He received his Ph.D. from the University of Rochester and began his academic career in 1976 as a faculty member at the Graduate School of Business of the University of Chicago. He joined... View Details

October 2016
Case

Turkasset: Bringing Customer-Centricity to Debt Collection

By: Dennis Campbell and Gamze Yucaoglu

In December 2014, in preparation for the year-end board presentation, Hilmi Guvenal (PMD 1993), shareholder and CEO of Turkasset, and Ilker Yoney, COO, sat down to discuss Turkasset’s five- and ten-year strategic plans. Since taking leadership of the company in 2009,... View Details

August 2010
Article

Sell-Side School Ties

By: Lauren H. Cohen, Christopher J. Malloy and Andrea Frazzini

We study the impact of social networks on agents' ability to gather superior information about firms. Exploiting novel data on the educational backgrounds of sell-side equity analysts and senior officers of firms, we test the hypothesis that analysts' school ties to... View Details

Keywords: Investment Return; Investment Portfolio; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Knowledge Acquisition; Social and Collaborative Networks

07 Dec 2009
Research & Ideas

Government’s Positive Role in Kick-Starting Entrepreneurship

struggled to realize good returns from investments since the year 2000. Many traditional investors are questioning whether they should continue to provide capital to these funds. But given the important role that venture capital has had... View Details

Keywords: by Sean Silverthorne; Technology

Program

The Business of Entertainment, Media, and Sports

the viewpoints of the content producer, content reseller/aggregator, talent manager, and consumer—as you learn how to launch and manage creative products and portfolios more strategically. Details Allocate resources more strategically... View Details

Keywords: Media & Entertainment; Media & Entertainment

08 Nov 2013
HBS Seminar

Laura Diaz Anadon, Harvard Kennedy School

02 Jan 2024
Research & Ideas

10 Trends to Watch in 2024

The lightning-fast ascent of generative AI isn’t the only sea change on the horizon for businesses in the new year. The global economy is in flux as war, climate change, trade issues, and infrastructure problems demand attention. Many companies continue to struggle to... View Details

Keywords: by Rachel Layne

15 Aug 2024
Blog Post

Learning from Mistakes and Leveraging Personal Experiences: Tiffany Kent (MBA 2001)

up discovering that banking was not for me. I was interested in the buy-side. It appealed to me for its directness; you invest with conviction in undervalued assets and reap the rewards for your insights. I transitioned to a hedge fund,... View Details

Keywords: All Industries

Career Coach

Philippe Taieb

Philippe (HBS '99) has been a Coach at HBS since 2006. He has been fortunate to work with scores of MBA Students and Alumni having a wide array of backgrounds (e.g. Investment Management, Consulting, Entrepreneurship, General Management,... View Details

Keywords: Consulting; Consumer Products; Education; Emerging Markets; Entrepreneurship; Government; Health Care; Manufacturing; Social Enterprise; Sports; Clean Technology; Energy

March 2021 (Revised November 2022)
Case

Blue Meridian Partners (A): Scaling for Impact

By: V. Kasturi Rangan

In 2018, Edna McConnell Clark Foundation in a bold move transferred all its assets to a fund pooled with other General Partners and Limited Partners, called Blue Meridian Partners, to focus substantial long range investments in a few carefully chosen nonprofits.The... View Details

Keywords: Venture Philanthropy; Scaling; COVID-19 Pandemic; Social Justice; Philanthropy and Charitable Giving; Venture Capital; Business Model; Social Issues; Poverty; Values and Beliefs; Decisions; Corporate Social Responsibility and Impact; Nonprofit Organizations; Investment Portfolio