Fund Of Hedge Funds - Publications - Faculty & Research - Harvard Business School

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October 2013 (Revised September 2014)
Case

The TELUS Share Conversion Proposal

By: Lucy White, Benjamin C. Esty and Lisa Mazzanti

On February 21, 2013, TELUS announced a proposal to convert the firm's non-voting shares into voting shares on a one-to-one basis, thereby eliminating the firm's dual class structure. Shareholders were scheduled to vote on the proposal at the firm's annual general... View Details

16 Feb 2023
HBS Case

ESG Activists Met the Moment at ExxonMobil, But Did They Succeed?

The impact-investment hedge fund Engine No. 1 made a big splash in May 2021 when it managed to get three nominees elected to the ExxonMobil board of directors. It was an open effort to prod the oil giant toward renewable energy and test whether activist investing could... View Details

Keywords: by Lane Lambert; Financial Services

Article

The Disintermediation of Financial Markets: Direct Investing in Private Equity

By: Lily Fang, Victoria Ivashina and Josh Lerner

We examine twenty years of direct private equity investments by seven large institutions. These direct investments perform better than public market indices, especially buyout investments and those made in the 1990s. Outperformance by the direct investments, however,... View Details

Keywords: Financial Intermediation; Direct Investment; Co-investment; Private Equity; Entrepreneurship; Financial Markets

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November 2001
Case

Tobacco and the Future of Rural Kentucky

By: Ray A. Goldberg and James M Beagle

Governor Patton decides how to use settlement funds to develop a long-term plan for Kentucky's tobacco producers and rural communities. View Details

Keywords: Financial Instruments; Social Issues; Laws and Statutes; Rural Scope; Policy; Business and Community Relations; Government and Politics; Kentucky

July 1992 (Revised December 1992)
Background Note

Understanding the Statement of Cash Flows

Describes the purpose, preparation, and uses of the statement of cash flows. Intended as an introduction to the statement. Illustrates and explains the differences and similarities between direct cash flow statements, indirect cash flow statements, and funds flow... View Details

Keywords: Cash Flow; Financial Statements

August 2022 (Revised September 2023)
Case

Evaluating the Impact of Hillside Harvest

By: Archie L. Jones, Mel Martin and Amy Klopfenstein

In fall 2021, the HBS Impact Investment Fund student team had just finished their last round of due diligence on the BIPOC-founded premium hot sauce company Hillside Harvest. They thought the business had a fine performance, showing potential to grow into a successful... View Details

Keywords: Impact Investing; Entrepreneurship; Social Entrepreneurship; Finance; Investment; Food; Food and Beverage Industry; Financial Services Industry; United States; Massachusetts

April 2006 (Revised April 2012)
Background Note

The Role of Private Equity Firms in Merger and Acquisition Transactions

By: William E. Fruhan Jr.

Explores the importance of private equity firms in merger and acquisitions activity around the globe. In many countries, these firms now account for one quarter of the total merger and acquisition activity of all firms. The larger private equity firms generate fees for... View Details

Keywords: Leveraged Buyouts; Mergers and Acquisitions; Private Equity; Investment Funds; Value Creation

April 2012
Case

Man Group (A)

By: Robert C. Pozen and Thomas M. Clay

The Man Group was a huge and successful UK-based hedge fund and fund of funds manager. Through acquisitions, the company had consciously diversified its portfolio of investment products. In 2007 Man had to decide whether or not to spin off its brokerage business. Man... View Details

Keywords: Asset Management; Investment Funds; Financial Crisis; Decisions; Organizational Change and Adaptation; Diversification; Business Growth and Maturation; Business Strategy; Financial Services Industry; United Kingdom; Europe

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Research Summary

Implications of Limits of Arbitrage (with James Choi)

In this project we investigate the relationship between limits to arbitrage facing mutual fund managers and asset pricing anomalies. We measure changes in the limits to arbitrage by computing the average of slopes on current and past returns in quarterly... View Details

Career Coach

Peter Platzer

Peter (HBS '02) is a former hedge fund manager who currently runs a space exploration company he founded in 2012. A coach for HBS since 2002, he enjoys helping individuals find their unique career vision,... View Details

Keywords: Consulting; Entrepreneurship; Investment Management; Financial Services (All); Venture Capital; Financial Services (All)

April 2005 (Revised January 2006)
Case

Protege Partners: The Capacity Challenge

By: Randolph B. Cohen

In February 2005, Jeffrey Tarrant (HBS '85) and Ted Seides (HBS '99) considered their strategy for Protege Partners, founded in July 2002 as a fund of hedge funds (FOHF) specializing in small hedge funds. Protege's assets under management had grown to $1.1 billion, and... View Details

Keywords: Organizational Change and Adaptation; Business Growth and Maturation; Investment Funds; Financial Services Industry

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

Keywords: Mergers and Acquisitions; Financial Crisis; Financing and Loans; Chemical Industry

2025
Working Paper

Bank Capital and the Growth of Private Credit

By: Sergey Chernenko, Robert Ialenti and David Scharfstein

We show that business development companies (BDCs), a significant source of private credit, are very well capitalized according to bank capital frameworks. These types of private credit funds have median risk-based capital ratios of about 36%, which is 26 percentage... View Details

Keywords: Financing and Loans; Capital; Credit; Financial Institutions

September 2020
Teaching Plan

Harlem Capital: Changing the Face of Entrepreneurship

By: George Serafeim

Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the principle that addressing the... View Details

Keywords: Venture Capital Firm Compensation; Entrepreneurial Finance; Entrepreneurial Financing; Black Entrepreneurs; Black Leadership; Black Inventors; Inclusion; Minority-owned Businesses; Race And Ethnicity; Race Characteristics; Entrepreneurship; Venture Capital; Diversity; Race; Gender; Mission and Purpose; Social Enterprise; Financial Services Industry; United States

Working Paper

Measuring the Perceived Liquidity of the Corporate Bond Market

By: Sergey Chernenko and Adi Sunderam

We propose a novel measure of bond market liquidity that does not depend on transaction data: the strength of the cross-sectional relationship between mutual fund cash holdings and fund flow volatility. Our measure captures how liquid funds perceive their portfolio... View Details

Keywords: Bond Market; Bonds; Financial Liquidity; Measurement and Metrics

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January 2023
Article

The Dark Side of Machiavellian Rhetoric: Signaling in Reward-Based Crowdfunding Performance

By: Goran Calic, Rene Arseneault and Maryam Ghasemaghaei

In this study, we explore the impact of Machiavellian rhetoric on fundraising within the increasingly important context of online crowdfunding. The “all-or-nothing” funding model used by the world’s largest crowdfunding platform, Kickstarter, may be an attractive... View Details

Keywords: Crowdfunding; Communication Strategy; Entrepreneurial Finance; Behavior

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Forthcoming
Article

The Imperfect Intermediation of Money-Like Assets

By: Jeremy C. Stein and Jonathan Wallen

We study supply-and-demand effects in the U.S. Treasury bill market by comparing the returns on T-bills to the administered policy rate on the Federal Reserve’s reverse repurchase (RRP) facility. In spite of the arguably more money-like properties of an investment in... View Details

Keywords: Debt Securities; Demand and Consumers; Price

June 2008 (Revised February 2013)
Case

Vignettes on Governance of Private Equity Firms

By: G. Felda Hardymon, Ann Leamon and Eugenia Adofo

In a series of vignettes, Nigella Hardy-Smyth of an international development agency that invests in emerging markets private equity firms must decide how to handle various situations that arise. As a member of the Limited Partner Advisory Board of each of the five... View Details

Keywords: Private Equity; Investment Funds; Corporate Governance; Governing and Advisory Boards; Managerial Roles; Emerging Markets; Partners and Partnerships

November 2010 (Revised August 2016)
Case

The Changing Face of Angel Investing

By: William A. Sahlman and Evan Richardson

Angel investors Ram Shriram, Mike Maples, Eric Paley, James Geshweiler, and Jim Southern discuss their investment philosophies and the changing landscape of angel investing. Questions include: • How has angel investing changed in the last few years? • How do you... View Details

Keywords: Investment; Venture Capital; Investment Funds

April 2010 (Revised May 2017)
Case

Tremblant Capital Group

By: Robin Greenwood

Brett Barakett, CEO and founder of Tremblant Capital Group, a New York–based hedge fund, must decide what to do with his fund's position in Green Mountain Coffee Roasters, which has dropped in value by more than 40% in recent months. Tremblant is a hedge fund that... View Details

Keywords: Business Earnings; Behavioral Finance; Stocks; Investment Funds; Consumer Behavior; Competitive Advantage; Financial Services Industry; New York (city, NY)

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