Investment Portfolio - Publications - Faculty & Research

06 Oct 2003
Research & Ideas

The Problem with Hedge Funds

in the Internet and telecom bubbles. Those who have money left, or who have new savings coming in and are seeking investments have heard that hedge funds have done well. For example, they've heard that Julian Robertson's Tiger Fund has... View Details

Keywords: by D. Quinn Mills

Web

Business Finance Course Online | HBS Online

knowledge to the next level by learning how to maximize investment portfolio value with alternative investments, including private equity and real estate. 5 weeks, 6–7 hrs/week Enroll by April 3 $1,850... View Details

23 Jun 2009
First Look

First Look: June 23

attention to the returns of firms that do not issue at all, suggesting that issuance is partly an attempt to cater to broad time-varying patterns in characteristics mispricing. Our approach helps forecast returns to portfolios based on... View Details

Keywords: Martha Lagace

26 May 2016
News

Mary Callahan Erdoes, MBA 1993

Morgan Global Investment Management, Portfolio Manager 2005 Named CEO, J.P. Morgan Private Bank 2005 Joins Board of Directors, U.S. Fund for UNICEF 2009 Named CEO, J.P. Morgan Asset Management 2013 Launches... View Details

Keywords: Susan Young; Monetary Authorities-Central Bank; Finance

20 Jun 2017
First Look

First Look at New Research and Ideas, June 20

Psychological Science Should Governments Invest More in Nudging? By: Benartzi, Shlomo, John Beshears, Katherine L. Milkman, Cass R. Sunstein, Richard H. Thaler, Maya Shankar, Will Tucker-Ray, William J. Congdon, and Steven Galing... View Details

Keywords: Sean Silverthorne

Web

Research - Behavioral Finance & Financial Stability

investment performance of passive maturity transformation strategies over this period may mask the underperformance of the specialized bank activities. See Juliane’s other research here and Erik’s other research here . More Info Brokers... View Details

03 Feb 2012
HBS Seminar

Dr. Regina Dugan, Director, Defense Advanced Research Projects Agency (DARPA)

22 Sep 2023
News

Capital Connection

professional fix-and-flipper, someone accumulating a portfolio of single-family rentals, or somebody buying a 200-unit housing complex, strip mall, or small hotel. They often need capital in the $1 million range and up, with intentions of... View Details

Keywords: Margie Kelley; Real Estate

20 May 2014
First Look

First Look: May 20

stores. Instead of simply reducing the number of new large stores entering a market, the entry barriers created the incentive for large retail chains to invest in smaller and more centrally located formats, which competed more directly... View Details

Keywords: Sean Silverthorne

01 Dec 2023
News

Case Study: Staking a Claim

from the partnership, Terry will want to negotiate for access to customer data so she can ultimately own the relationship (rather than white labeling it through Go). Alongside this channel partnership, I’d encourage Terry to continue to View Details

Keywords: Jen McFarland Flint; Insurance Carriers and Related Activities; Finance

Web

Dean LeBaron | Baker Library | Bloomberg Center | Harvard Business School

(PDF) Dean LeBaron, HBS 1960, was working for an investment services firm when he became interested in cutting-edge economic theories about portfolio management. One insight that captured his imagination was... View Details

January 2024 (Revised August 2024)
Case

Silicon Valley Bank: Gone in 36 Hours

By: Jung Koo Kang, Krishna G. Palepu, Charles C.Y. Wang and David Lane

This case examines factors contributing to the collapse of Silicon Valley Bank (SVB) in March 2023, an event as unpredicted as it was quick. SVB funded nearly half of all U.S. venture-backed startups and at the end of 2022 held $173 billion in deposits, largely... View Details

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11 Apr 2012
Research & Ideas

The High Risks of Short-Term Management

managed for the long term." The research team was interested in several issues: Do short-term companies attract a particular kind of investor? Is investing in these firms riskier than investing in companies... View Details

Keywords: by Sean Silverthorne; Financial Services

Web

Electricity - Business & Environment

Portfolio Manager, AllianceBernstein “As a portfolio manager, I am committed to offering clients an opportunity to invest in companies that are reducing their carbon emissions... View Details

09 Jan 2006
Research & Ideas

When Benchmarks Don’t Work

so it should, since the value of the differentiating IT group is measured by the increased value it creates for the line businesses, not by its success in reducing the costs of standard IT services. Figure 1 Strategic Information Technology View Details

Keywords: by Robert S. Kaplan; Service

17 Mar 2009
First Look

First Look: March 17, 2009

energy sector. As Khosla thought about the hundreds of millions of dollars required by his portfolio companies, he wondered how he should position his firm at this stage of development. Should Khosla develop a new fund that focused on... View Details

Keywords: Martha Lagace

31 Jul 2023
News

Striving for Imperfection

Subscribe on iTunes Subscribe on Spotify More Skydeck episodes Since he left HBS in 1990, Charles Conn (MBA 1990) has built a full and varied portfolio career. Early on, he was a partner at McKinsey and then a tech executive, founding Ticketmaster-Citysearch. Today,... View Details

Keywords: Management of Companies and Enterprises; Management

16 Aug 2022
Op-Ed

Now Is the Time for Entrepreneurs to Play Offense

teams, customer bases, and platforms. "There is a ton of money out there looking for great companies to invest in." One of my portfolio companies has executed three acquisitions in the last six months at... View Details

Keywords: by Jeffrey Bussgang

15 Dec 2023
News

Exploring Business Opportunities in Africa; Alumni Grapple with Plastic Waste Problem

Norwegian investment fund for developing countries which has committed 60 percent of its portfolio to sub-Saharan Africa. Fynn asked the panelists why they’re investing and... View Details

Keywords: Margie Kelley

13 Feb 2006
Research & Ideas

When Gender Changes the Negotiation

The last few months have been trying for Maureen Park, the managing director of a small portfolio management firm. The firm's parent company, a large financial services concern, was performing below forecasts, and morale among Park's... View Details

Keywords: by Dina W. Pradel, Hannah Riley Bowles & Kathleen L. McGinn

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