Portfolio Management - Publications - Faculty & Research

10 Jan 2005
Research & Ideas

The Knowledge Coach

years—developing a gut reaction that a particular candidate, while spectacular on paper, isn't a good fit for his portfolio company. At the end of the day, as Leonard and Swap argue in their new book, Deep Smarts: How to Cultivate and... View Details

Keywords: by Dorothy Leonard & Walter Swap

15 Nov 2006
Research & Ideas

Lessons Not Learned About Innovation

observes Rosabeth Moss Kanter in a new Harvard Business Review article, "Innovation: The Classic Traps." Kanter, who holds the Ernest L. Arbuckle Professorship at Harvard Business School, specializing in strategy, innovation, and leadership for change,... View Details

Keywords: by Sean Silverthorne

25 Apr 2005
Research & Ideas

New Learning at American Home Products

The success of American Home Products reflects a unique path of learning. The company originated with the merger of several companies in related businesses. During the seventy years following its formation in 1926, the company's senior View Details

Keywords: by Alfred D. Chandler Jr.; Chemical; Health; Manufacturing; Pharmaceutical

05 Oct 2009
Research & Ideas

The Vanguard Corporation

managing a current portfolio of assets. These leaders have a sense of now and of generations to come. Sam Palmisano said in one of the quotes I like best in the book: "Managers come and go, the business... View Details

Keywords: by Sean Silverthorne

09 Oct 2018
First Look

New Research and Ideas, October 9, 2018

forthcoming Strategic Management Journal When Does Advice Impact Startup Performance? By: Chatterji, Aaron, Solene Delecourt, Sharique Hasan, and Rembrand Koning Abstract—Why do some entrepreneurs thrive while others fail? We explore... View Details

Keywords: Dina Gerdeman

06 Nov 2007
First Look

First Look: November 6, 2007

was established in 2005 to invest primarily in middle market, particularly family-run, businesses in India. Blue River caters to this niche as an active investor, providing capital and working with portfolio companies to improve their... View Details

Keywords: Sean Silverthorne

02 Sep 2002
Research & Ideas

Foreign Multinationals in the U.S.: A Rocky Road

co-edited with Lina Gálvez-Muñoz, a scholar and lecturer at the University of Reading and University of Seville. The essays in their book, entitled Foreign Multinationals in the United States: Management and Performance, describe the... View Details

Keywords: by Sarah Jane Johnston & Martha Lagace

February 2024 (Revised June 2024)
Case

Can Families Conquer Private Equity? Pritzker Private Capital

By: Lauren Cohen and Sophia Pan

Anthony (Tony) Pritkzer, Paul Carbone, and the Pritzker Private Capital (PPC) team wondered how to approach the firm’s next phase of growth. PPC was a private equity firm that offered a differentiated approach to the family capital market. Back in 2016, the partners... View Details

Citation

Educators

Purchase

19 Mar 2006
Research & Ideas

Unlocking Your Investment Capital

risks—a process that can release more equity capacity. Finally, Merton argues, the job of managing the company's derivatives portfolio should not be delegated to in-house financial experts. The strategic... View Details

Keywords: by Ann Cullen; Financial Services

18 Sep 2000
Research & Ideas

Big Deals: Financing Large-Scale Investments

has chosen to examine make them difficult to manage and generate conflicts between actual and optimal investment behavior. Indeed, he points out that managers often forgo large, risky projects—even those... View Details

Keywords: by Julia Hanna

10 Aug 2010
First Look

First Look: August 10

the difficult environment of late 2008. One of his first assignments is to review three companies in a partner's portfolio and recommend strategies for managing them. In addition, the partner also has an... View Details

Keywords: Martha Lagace

05 Nov 2024
Research & Ideas

AI Can Help Leaders Communicate, But Can't Make Employees Listen

the CEOs of Hershey, General Motors, Nvidia, and Amazon during earnings conference calls against AI-generated responses to the same questions: Hershey CEO: “We’ve continued to invest in capacity in brands and businesses across the View Details

Keywords: by Ben Rand; Information Technology; Technology

23 Nov 1999
Research & Ideas

The Future of the Venture Capital Cycle

with a rapid increase in capital commitments have led to less restrictive partnership agreements, large investments in portfolio firms, and higher valuations for those investments. These patterns have led many practitioners to conclude... View Details

Keywords: by Paul A. Gompers & Josh Lerner; Financial Services

16 Jun 2003
Research & Ideas

Surveying the VC Landscape

dramatically since several large public institutions (for instance, the California Public Employees Retirement System and the University of Texas Investment Management Company) have released onto the Internet the returns from the funds in... View Details

Keywords: by Ann Cullen; Financial Services

20 Jan 2009
Research & Ideas

Risky Business with Structured Finance

and senior tranches. The junior tranche absorbs losses from the pool until the portfolio loss exceeds 6 percent, at which point it becomes worthless. The mezzanine tranche begins to absorb losses at that point, continuing to do so until... View Details

Keywords: by Julia Hanna; Banking; Financial Services

10 Jun 2015
Research & Ideas

The Transparency Revolution in Corporate Reporting

companies encouraging and funding ESG innovation. Dow Chemical has enormous energy consumption in their operations, but they've managed to save more than $10 billion through efficiency programs and are moving the world toward the adoption... View Details

Keywords: Re: George Serafeim

01 Jun 2020
What Do You Think?

Will Challenged Amazon Tweak Its Retail Model Post-Pandemic?

several of Amazon’s competitors out-thought Bezos & Co. to take advantage of an economic shock.” Nevertheless, there was no shortage of advice for a Company that may not need much. The advice fell into suggestions regarding supply chain View Details

Keywords: by James Heskett; Retail

13 Jun 2005
Research & Ideas

From Turf Wars to Learning Curves: How Hospitals Adopt New Technology

Harvard Business School professors are more likely to be found in the pages of the Academy of Management Review than the New England Journal of Medicine, but recently Gary Pisano and Robert Huckman used the latter to discuss their... View Details

Keywords: by Sara Grant; Health

30 Jan 2019
What Do You Think?

Who Will Measure up to These Two Remarkable Leaders?

didn’t need to be chasing more income. He built a business on the belief that the term “investment management” was an oxymoron, that an unmanaged portfolio of every stock weighted to reflect the performance of an entire market would... View Details

Keywords: by James Heskett; Air Transportation; Financial Services

09 Aug 2004
Research & Ideas

A Diagnostic for Disruptive Innovation

why people aren't consuming. Sometimes they just don't have a job they are seeking to get done. For example, many people can afford to purchase personal computers but choose not to because there are no jobs that are important enough to them for which the computer would... View Details

Keywords: by Scott D. Anthony, Mark W. Johnson & Matt Eyring

Publications