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  • All HBS Web  (1,654)
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  • September 2015 (Revised February 2016)
  • Case

Novell (A): When an Activist Hedge Fund Came Calling on the Board

By: Richard L. Nolan
No corporation and its board of directors is immune to a disruptive shareholder activist attack. The Novell (A) and (B) cases take students through a shareholder activist attack and its aftermath—a saga that spanned 5 years. The cases outline the activist playbook in... View Details
Keywords: Investment Activism
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Nolan, Richard L. "Novell (A): When an Activist Hedge Fund Came Calling on the Board." Harvard Business School Case 916-404, September 2015. (Revised February 2016.)
  • February 2013
  • Supplement

Innovating into Active ETFs: Factor Funds Capital Management LLC (CW)

By: Lauren Cohen
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Cohen, Lauren. "Innovating into Active ETFs: Factor Funds Capital Management LLC (CW)." Harvard Business School Spreadsheet Supplement 213-712, February 2013.
  • October 2014 (Revised April 2018)
  • Supplement

Creditor Activism in Sovereign Debt: Argentina vs. Holdout Investors (B)

By: Laura Alfaro, Gaurav Toshniwal and Hilary White
Keywords: Argentina; Debt; Debt Crisis; Debt Markets; Debt Repayment; Debt Restructuring; Government Bonds; Government Debt; Law; Default; Sovereign Debt; Sovereign Debt Crisis; Hedge Fund; Hedge Funds; Strategy; Bonds; Bond Risk; Debt Management; Borrowing and Debt; Governance; Macroeconomics; Economics; Economy; Government Legislation; Argentina; Latin America; United States
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Alfaro, Laura, Gaurav Toshniwal, and Hilary White. "Creditor Activism in Sovereign Debt: Argentina vs. Holdout Investors (B)." Harvard Business School Supplement 715-017, October 2014. (Revised April 2018.)
  • 2024
  • Working Paper

How Do Global Portfolio Investors Hedge Currency Risk?

By: Robin Greenwood and Alex Cheema-Fox
We use monthly portfolio data from one of the world’s largest custodian banks, with over $40 trillion assets under custody, to study how global portfolio investors hedge foreign exchange risk in their equity and fixed income portfolios over the past 25 years. The data... View Details
Keywords: Investment Portfolio; Investment Funds; Currency; Risk and Uncertainty
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Greenwood, Robin, and Alex Cheema-Fox. "How Do Global Portfolio Investors Hedge Currency Risk?" Working Paper, October 2024.
  • August 2020 (Revised November 2022)
  • Case

George Soros: The Stateless Statesman

By: Geoffrey Jones and Wendy Ying
This case traces the business career and philanthropic activities of George Soros. The Hungarian-born Soros made a fortune as a hedge fund investor after establishing Quantum Fund on the tax haven island of Curaçao in the Netherlands Antilles in 1973 where he was... View Details
Keywords: Hedge Fund; Philanthropy; Populism; Finance; Philanthropy and Charitable Giving; Political Elections; Personal Development and Career; Leadership Style; Financial Services Industry; Europe; Hungary; United Kingdom; North and Central America; United States
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Jones, Geoffrey, and Wendy Ying. "George Soros: The Stateless Statesman." Harvard Business School Case 321-012, August 2020. (Revised November 2022.)
  • 2024
  • Working Paper

Ponzi Funds

By: Philippe van der Beck, Jean-Philippe Bouchaud and Dario Villamaina
Many active funds hold concentrated portfolios. Flow-driven trading causes price pressure, which pushes up the funds’ existing positions resulting in realized returns. We decompose fund returns into a price pressure (self-inflated) and a fundamental component and... View Details
Keywords: Investment Funds; Investment Portfolio; Investment Return; Price Bubble; Financial Reporting; Financial Liquidity
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van der Beck, Philippe, Jean-Philippe Bouchaud, and Dario Villamaina. "Ponzi Funds." Working Paper, May 2024.
  • 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
Keywords: Financial Strategy; Investment Funds; Investment Portfolio; Governing Rules, Regulations, and Reforms; Product Development; Financial Services Industry; Greenwich
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Bergstresser, Daniel Baird, Lauren H. Cohen, Randolph B. Cohen, and Christopher J. Malloy. "AQR's Momentum Funds (A)." Harvard Business School Case 211-025, September 2010. (Revised March 2012.)
  • 04 Mar 2014
  • Working Paper Summaries

Consequences to Directors of Shareholder Activism

Keywords: by Ian D. Gow, Sa-Pyung Sean Shin & Suraj Srinivasan
  • January 2025
  • Case

Index and Active Investing: Vanguard and the New Frontier of Active ETFs

By: Marco Sammon, Luis M. Viceira and Jonathan Kanagasabai
This case explores Vanguard’s strategic decision-making process as it considers entering the growing market for actively managed exchange-traded funds (ETFs). Set in 2024, the case places students in the position of Rodney Comegys, Vanguard’s global head of the Equity... View Details
Keywords: Asset Management; Financial Strategy; Investment Funds; Investment Portfolio; Financial Services Industry
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Sammon, Marco, Luis M. Viceira, and Jonathan Kanagasabai. "Index and Active Investing: Vanguard and the New Frontier of Active ETFs." Harvard Business School Case 225-056, January 2025.
  • October 1994 (Revised November 1994)
  • Case

Hedging with FCOJ Futures

By: Ray A. Goldberg, Phil Herndon and Katherine L. Morris
Keywords: Futures and Commodity Futures; Investment Funds
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Goldberg, Ray A., Phil Herndon, and Katherine L. Morris. "Hedging with FCOJ Futures." Harvard Business School Case 595-030, October 1994. (Revised November 1994.)
  • June 2024
  • Case

Tremblant Capital: Launching an Active ETF

By: Robin Greenwood, Luis M. Viceira and Robert Ialenti
The case highlights deliberations led by Brett Barakett, CEO and chief investment officer of Tremblant Capital, just months prior to launching an actively managed ETF, Tremblant Global (TOGA). However, his team continued to have reservations around the launch. On the... View Details
Keywords: Asset Management; Investment Funds; Product Launch; Risk and Uncertainty; Financial Services Industry
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Greenwood, Robin, Luis M. Viceira, and Robert Ialenti. "Tremblant Capital: Launching an Active ETF." Harvard Business School Case 224-112, June 2024.
  • February 1984 (Revised January 1994)
  • Teaching Note

Hedging Exercises, Teaching Note

By: David E. Bell
Keywords: Investment Funds
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Bell, David E. "Hedging Exercises, Teaching Note." Harvard Business School Teaching Note 184-154, February 1984. (Revised January 1994.)
  • June 2006 (Revised April 2024)
  • Case

Creditor Activism in Sovereign Debt: 'Vulture' Tactics or Market Backbone

By: Laura Alfaro and Ingrid Vogel
The role of distressed debt funds, also known as "vulture funds," in sovereign debt restructuring was a hotly debated topic, especially after the success of Elliot Associates in converting an $11 million investment in Peruvian bonds worth $21 million into a $58 million... View Details
Keywords: Vulture Funds; Borrowing and Debt; Bonds; Investment Activism; Investment Funds; Sovereign Finance; Government and Politics; Contracts; Business and Government Relations; Peru
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Alfaro, Laura, and Ingrid Vogel. "Creditor Activism in Sovereign Debt: 'Vulture' Tactics or Market Backbone." Harvard Business School Case 706-057, June 2006. (Revised April 2024.)
  • June 2006 (Revised April 2007)
  • Case

Nephila: Innovation in Catastrophe Risk Insurance

By: Kenneth A. Froot and Michael Heinrich
At the cross-section of capital markets and the catastrophe insurance space stands the hedge fund Nephila. Nephila must decide how best to take advantage of the newly presented market opportunities post hurricanes Katrina, Wilma, and Rita. Nephila has a plethora of... View Details
Keywords: Hedge Fund; Investment Management; Uncertainty; Risk and Uncertainty; Natural Disasters; Insurance; Capital Markets; Investment Funds; Financial Services Industry; Insurance Industry; Bermuda
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Froot, Kenneth A., and Michael Heinrich. "Nephila: Innovation in Catastrophe Risk Insurance." Harvard Business School Case 206-130, June 2006. (Revised April 2007.)
  • Article

Investor Activism and Takeovers

By: Robin Greenwood and Michael Schor
Recent work documents large positive abnormal returns around the time that a hedge fund announces its activist intentions with a publicly listed firm. We show that these returns are largely explained by the ability of activists to force target firms into a takeover: In... View Details
Keywords: Mergers and Acquisitions; Private Equity; Investment Return; Investment Activism; Investment Portfolio; Public Ownership
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Greenwood, Robin, and Michael Schor. "Investor Activism and Takeovers." Journal of Financial Economics 92, no. 3 (June 2009): 362–375.
  • Article

The Cost of Capital for Alternative Investments

By: Jakub W. Jurek and Erik Stafford
Traditional risk factor models indicate that hedge funds capture pre-fee alphas of 6% to 10% per annum over the period from 1996 to 2012. At the same time, the hedge fund return series is not reliably distinguishable from the returns of mechanical S&P 500 put-writing... View Details
Keywords: Hedge Funds; Required Returns; Downside Risk; Index Options; Investment Funds; Cost of Capital; Investment Return; Risk and Uncertainty; Financial Services Industry
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Jurek, Jakub W., and Erik Stafford. "The Cost of Capital for Alternative Investments." Journal of Finance 70, no. 5 (October 2015): 2185–2226.
  • 2015
  • Working Paper

Social Is the New Financial: How Startups' Social Media Activities Influence Funding Outcomes

By: Andy Wu, Fujie Jin and Lorin Hitt
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Wu, Andy, Fujie Jin, and Lorin Hitt. "Social Is the New Financial: How Startups' Social Media Activities Influence Funding Outcomes." Working Paper, July 2015.
  • March 2005 (Revised March 2006)
  • Case

Foreign Exchange Hedging Strategies at General Motors: Competitive Exposures

By: Mihir A. Desai and Mark Veblen
How can a multinational firm analyze and manage currency risks that arise from competitive exposures? General Motors has a substantial competitive exposure to the Japanese yen. Although the risks GM faces from the depreciating yen are widely acknowledged, the company's... View Details
Keywords: Multinational Firms and Management; Currency Exchange Rate; Competition; Credit Derivatives and Swaps; International Finance; Financial Management; Investment Funds; Risk and Uncertainty; Auto Industry
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Desai, Mihir A., and Mark Veblen. "Foreign Exchange Hedging Strategies at General Motors: Competitive Exposures." Harvard Business School Case 205-096, March 2005. (Revised March 2006.)
  • 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
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Srinivasan, Suraj, and Quinn Pitcher. "Blue Harbour's Activism at Babcock & Wilcox (B)." Harvard Business School Supplement 118-046, January 2018.
  • June 2016 (Revised January 2018)
  • Case

World Wildlife Fund (WWF)

By: Ramon Casadesus-Masanell and Jordan Mitchell
Nearly all environmental organizations have a similar aim: to stop the degradation of the natural environment. However, the strategies that environmental organizations choose to employ are sometimes starkly different. This case compares the models of two dissimilar... View Details
Keywords: Business Model; Business and Community Relations; Business and Government Relations; Environmental Sustainability; Non-Governmental Organizations; Business Strategy
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Casadesus-Masanell, Ramon, and Jordan Mitchell. "World Wildlife Fund (WWF)." Harvard Business School Case 716-468, June 2016. (Revised January 2018.)
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