Portfolio Investment - Publications - Faculty & Research

01 May 2013
News

George H. Strong, MBA 1951

his enthusiasm for his HBS experience, Strong was motivated to set up a series of charitable trusts to benefit HBS because it gave him access to the investment portfolio of the Harvard Management Corporation... View Details

Matt Higgins

Matt Higgins is one of the preeminent venture investors in next-generation technology companies and beloved consumer brands. Created alongside Miami Dolphins owner Stephen Ross, RSE Ventures has built an expansive multi-billion-dollar View Details

Keywords: Consumer Products & Packaged Goods;#60;#Services

01 Feb 2000
News

He Begs to Differentiate

Sorrell also noted the irony of investment professionals with "all their portfolios in traditional businesses, who are now running hotfoot to invest in all these new models... View Details

March 1995 (Revised March 1995)
Case

Smashing the Cube: Corporate Transformation at CIBA-GEIGY Ltd.

By: David J. Collis and Elizabeth Wynne Johnson

CIBA-GEIGY is a large, diversified multinational corporation that transforms itself in the 1990s through a massive structural and cultural change. The case describes the changes implemented and the processes used to effect change in portfolio, people, and structures.... View Details

Keywords: Restructuring; Change Management; Transformation; Investment Portfolio; Multinational Firms and Management; Organizational Culture; Corporate Strategy

Citation

Educators

Purchase

31 Jul 2014
News

Making Private Equity Public Knowledge

©Rick Friedman As Daniel Sheyner (MBA 2014) tells it, most private equity firms have a very specific target in mind when recruiting: "The best athletes." The highest-ranked investment banking and consulting analysts; the elite. "Goldman... View Details

Keywords: Dan Morrell

January 2004 (Revised June 2004)
Case

Innovation at the Treasury: Treasury Inflation-Protection Securities (A)

By: Kenneth A. Froot, Peter A. Hecht and Christopher Edward James Payton

In 1997, the U.S. Treasury was deciding whether to proceed with a proposal to issue inflation-indexed bonds. This case explores the challenges facing innovation in the financial markets as the Treasury tries to determine whether to introduce Treasury... View Details

Keywords: Inflation; Innovation; Federal Government; Securities; Debt Securities; Risk Management; Bonds; Investment Portfolio; Capital Markets; Inflation and Deflation; Government and Politics; Innovation and Invention; United States

Citation

Educators

Purchase

Web

Preqin | Baker Library

and real estate data. Preqin data covers the entire investment process with data pertaining to investors, fund managers, funds and performance, transactions, portfolio companies, service providers, and... View Details

01 Sep 2015
News

Data-Driven Diligence

discipline of the analytics,” Coats says. He and Kienzle can say no in as little as two days—traditional VCs take months—and always make investment decisions within two weeks or less. To date, Correlation has View Details

Keywords: Francis Storrs

24 Apr 2014
News

Ensuring success through education

opened its first campus in 2008 and its second in 2011. “There are many businesses that are born and die. A university is supposed to live forever,” says the founder and chairman of FiBA Group, a multibillion-dollar portfolio of View Details

01 Jan 2010
News

Allan W.B. Gray, MBA 1965

fascinated by stocks since he was a boy, Allan Gray has built a successful career around finding and investing in companies which are priced well below his assessment of their intrinsic value. After earning his MBA and sharpening his... View Details

11 Apr 2017
First Look

First Look at New Research, April 11

diversification for all investors regardless of their investment horizon. By contrast, correlated discount rate shocks imply that markets tend to move together only transitorily, and long-horizon investors can still benefit from global... View Details

14 Apr 2014
News

The Puzzle of Life

notify accredited investors who are signed up for VentureHealth. Those who want to invest do, and those who don't don't." Demand has been strong; in its first round in April 2013,VentureHealth raised $875,000 in three weeks, then, in... View Details

Keywords: Hanna, Julia; crowdfunding; Funds, Trusts, and Other Financial Vehicles; Finance

08 Aug 2018
Sharpening Your Skills

Parmigiano-Reggiano, Jane Austen, and Other Things You Didn't Know About Finance

day-to-day operations of the stock market. Why Global Investments Are Still a Good Bet International markets often move together, so does a global investment portfolio even... View Details

Keywords: by Sean Silverthorne; Financial Services

21 Aug 2000
Research & Ideas

Faculty Research Looks to Latin America

particular social welfare decisions. Current research: "Is Brazil on the Path of Sustainable Growth and Development?" Laura Alfaro Alfaro: "I want to look at competition for foreign direct investment through the eyes on... View Details

Keywords: by Martha Lagace

01 Sep 2018
News

In My Humble Opinion: In the Deal

precious,” says Khan, who focuses primarily on software. “It’s been an incredible segment to invest in over the last few years—cloud software in particular, because these are high-gross margin businesses with low costs and long, recurring... View Details

Keywords: Julia Hanna

20 May 2008
First Look

First Look: May 20, 2008

labor materially alters pre-retirement portfolio choice by significantly raising optimal equity holdings. Using this model, we also investigate the welfare costs of constraining portfolio allocations over... View Details

Keywords: Martha Lagace

13 Mar 2012
First Look

First Look: March 13

regulation. In this paper, we argue that the considerable moral hazard associated with private regulatory monitoring can be mitigated by understanding conflicts of interest in the monitoring organizations' product/service portfolios and... View Details

Keywords: Sean Silverthorne

Web

Real Property - Course Catalog

HBS Course Catalog Real Property Course Number 1684 Senior Lecturer John Macomber Lecturer Camille Douglas Fall; Q1Q2; 3.0 credits 28 Sessions Exam Career Focus This course is designed for students interested in managing, developing, advising on, or View Details

12 Jun 2019
Research & Ideas

Investors Have More Than Money to Offer Entrepreneurs

because an “I” was not dotted or “T” crossed. They may have access to pen testers or be familiar with compliance requirements for things like PIA, HIPAA, or SOX through other portfolio companies’ experiences; even if it’s just asking when... View Details

Keywords: by Julia Austin

07 Aug 2019
News

“The Star of the North”

The leaders of Granite Equity, a nontraditional private investment and holding company in St. Cloud, Minnesota, know the strength of the area in which they sit. They aren’t looking for portfolio businesses... View Details

Keywords: Maureen Harmon

Publications