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Show Results For
- All HBS Web
(2,840)
- People (15)
- News (814)
- Research (1,601)
- Events (3)
- Multimedia (11)
- Faculty Publications (969)
- November 2000
- Case
Reuters Greenhouse Fund
By: Rosabeth M. Kanter and Daniel Galvin
Reuters Greenhouse Fund had successfully invested in a portfolio of 79 companies working in areas relevant to Reuters Group's strategic interests. It had itself facilitated a powerful network among the companies and become a respected global venture capital firm.... View Details
Keywords: Venture Capital; Investment; Investment Portfolio; Corporate Entrepreneurship; Financial Strategy; Organizational Change and Adaptation; Transition; Partners and Partnerships; Networks; Internet; Financial Services Industry; Media and Broadcasting Industry
Kanter, Rosabeth M., and Daniel Galvin. "Reuters Greenhouse Fund." Harvard Business School Case 301-012, November 2000.
- January 2017 (Revised November 2018)
- Case
Vox Capital: Pioneering Impact Investing in Brazil
By: Julie Battilana, Marissa Kimsey, Falko Paetzold and Priscilla Zogbi
Vox Capital was the first certified impact investing fund in Brazil. Founded in 2009, it provides early-stage capital for companies offering innovative and scalable solutions to enhance the lives of low-income Brazilians, while aiming to simultaneously generate... View Details
Keywords: Impact Investing; Social Performance Measurement; Social Entrepreneurship; Investment Funds; Social Enterprise; Brazil
Battilana, Julie, Marissa Kimsey, Falko Paetzold, and Priscilla Zogbi. "Vox Capital: Pioneering Impact Investing in Brazil." Harvard Business School Case 417-051, January 2017. (Revised November 2018.)
- November 2010 (Revised May 2012)
- Case
Innovating into Active ETFs: Factor Funds Capital Management LLC
By: Kenneth A. Froot, Lauren Cohen and Scott Waggoner
Kishore Karunakaran, President and COO of FFCM, faces a variety of challenges in launching an innovative investment management business in the rapidly evolving ETF space. View Details
Keywords: Investment Management; Institutional Investments; Entrepreneurial Finance; Financial Management; Innovation Strategy; Corporate Entrepreneurship; Capital Markets; Investment Funds; Financial Strategy; Management Teams; Financial Services Industry; Boston
Froot, Kenneth A., Lauren Cohen, and Scott Waggoner. "Innovating into Active ETFs: Factor Funds Capital Management LLC." Harvard Business School Case 211-031, November 2010. (Revised May 2012.)
- 24 Apr 2014
- News
Corporate venture funds invested wisely can propel a company forward
In researching R&D funding at large corporations, Josh Lerner (PhD/PMD 62, 1991), the Jacob H. Schiff Professor of Investment Banking, noted a recent trend toward decentralizing research functions and... View Details
- 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
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.)
- August 2019 (Revised November 2022)
- Case
Paradigm Capital Value Fund
By: Luis M. Viceira and Elena Corsi
Karl Jan Erick Hummel had founded Paradigm Capital Value Fund in 2007 together with Columbia Business School Professor Bruce Greenwald, an expert in value investing and now chairman of the fund. The fund followed the principles of value investing to their target... View Details
Keywords: Investment Activism; Investment Portfolio; Financial Management; Growth and Development Strategy; Investment Funds; Financial Services Industry
Viceira, Luis M., and Elena Corsi. "Paradigm Capital Value Fund." Harvard Business School Case 220-014, August 2019. (Revised November 2022.)
- 2019
- Book
Patient Capital: The Challenges and Promises of Long-Term Investing
By: Victoria Ivashina and Josh Lerner
There has never been a greater need for long-term investments. And it is increasingly unlikely that the public sector will be willing or able to fill the gap. Those best positioned to address the long-run needs are likely to be the pools of capital in the hands of... View Details
Keywords: Long-term Investing; Large Investors; Capital; Investment; Strategic Planning; Problems and Challenges; Opportunities; Society
Ivashina, Victoria, and Josh Lerner. Patient Capital: The Challenges and Promises of Long-Term Investing. First ed. Princeton, NJ: Princeton University Press, 2019.
- Article
Recovering Investor Expectations from Demand for Index Funds
By: Mark Egan, Alexander J. MacKay and Hanbin Yang
We use a revealed-preference approach to estimate investor expectations of stock market returns. Using data on demand for index funds that follow the S&P 500, we develop and estimate a model of investor choice to flexibly recover the time-varying distribution of... View Details
Keywords: Stock Market Expectations; Demand Estimation; Exchange-traded Funds (ETFs); Demand and Consumers; Investment
Egan, Mark, Alexander J. MacKay, and Hanbin Yang. "Recovering Investor Expectations from Demand for Index Funds." Review of Economic Studies 89, no. 5 (October 2022): 2559–2599.
- 2021
- Working Paper
Recovering Investor Expectations from Demand for Index Funds
By: Mark Egan, Alexander J. MacKay and Hanbin Yang
We use a revealed-preference approach to estimate investor expectations of stock market returns. Using data on demand for index funds that follow the S&P 500, we develop and estimate a model of investor choice to flexibly recover the time-varying distribution of... View Details
Keywords: Stock Market Expectations; Demand Estimation; Exchange-traded Funds (ETFs); Demand and Consumers; Investment; United States
Egan, Mark, Alexander J. MacKay, and Hanbin Yang. "Recovering Investor Expectations from Demand for Index Funds." NBER Working Paper Series, No. 26608, January 2020. (Accepted at the Review of Economic Studies. Harvard Business School Working Paper, No. 20-122, May 2020. Direct download. Revised July 2021.)
- 05 Jul 2018
- News
China’s new $15bn tech fund emulates SoftBank’s Vision Fund
- October 2003 (Revised December 2003)
- Case
Managing a 401(k) Fund
By: Richard S. Ruback and Kathleen Luchs
Focuses on an individual's decision to participate in his firm's 401(k) plan and how to invest his contributions. Plan participants have a choice of 10 mutual funds with different investment strategies. Includes data from Morningstar on the composition and performance... View Details
Keywords: Investment Funds; Investment; Saving; Asset Management; Financial Management; Decision Making; Personal Finance; Financial Services Industry
Ruback, Richard S., and Kathleen Luchs. "Managing a 401(k) Fund." Harvard Business School Case 204-077, October 2003. (Revised December 2003.)
- September 2019
- Case
Dementia Discovery Fund
By: Richard G. Hamermesh, Kathy Giusti and Sarah Gulick
The case is set in March 2019, and tells the story of the founding of the Dementia Discovery Fund (DDF). The idea for the fund began in 2015, when then-Prime Minister David Cameron spoke about the importance of making breakthroughs in dementia research, and pledged... View Details
Keywords: Venture Capital; Investment Funds; Mission and Purpose; Recruitment; Health Care and Treatment; Pharmaceutical Industry; Financial Services Industry; Boston; Massachusetts; London; England
Hamermesh, Richard G., Kathy Giusti, and Sarah Gulick. "Dementia Discovery Fund." Harvard Business School Case 820-045, September 2019.
- May 2000
- Case
Intel 64 Fund
By: G. Felda Hardymon and Ann Leamon
Laila Partridge of Intel's Corporate Business Development group has been charged to create a special investment fund to speed the adoption of a new chip architecture. The last architecture upgrade, from 16 to 32 bits, had needed almost a decade to become fully adopted.... View Details
Keywords: Venture Capital; Investment; Technology Adoption; Innovation and Management; Computer Industry
Hardymon, G. Felda, and Ann Leamon. "Intel 64 Fund." Harvard Business School Case 800-351, May 2000.
- August 1999
- Article
Positive Illusions and Biases of Prediction in Mutual Fund Investment Decisions
By: D. A. Moore, T. R. Kurtzberg, C. R. Fox and M. H. Bazerman
Moore, D. A., T. R. Kurtzberg, C. R. Fox, and M. H. Bazerman. "Positive Illusions and Biases of Prediction in Mutual Fund Investment Decisions." Organizational Behavior and Human Decision Processes 79, no. 2 (August 1999): 95–114.
- 1999
- Working Paper
Positive Illusions and Forecasting Errors in Mutual Fund Investment Decisions
By: Don A. Moore, Terri Kurtzberg, Craig R. Fox and Max Bazerman
- 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
Jurek, Jakub W., and Erik Stafford. "The Cost of Capital for Alternative Investments." Journal of Finance 70, no. 5 (October 2015): 2185–2226.
- 2014
- Working Paper
Friends with Close Ties: Asset or Liability? Evidence from the Investment Decisions of Mutual Funds in China
By: Xinzi Gao, T.J. Wong, Lijun Xia and Gwen Yu
When fund managers have close ties to their investees, it can facilitate efficient information sharing but can also increase the possibility of favoritism. Using the investment choices of mutual funds in China, we test whether funds with close ties to their investees... View Details
Keywords: Social Ties; Conflict of Interests; Asset Management; Investment Portfolio; Networks; Financial Services Industry; China
Gao, Xinzi, T.J. Wong, Lijun Xia, and Gwen Yu. "Friends with Close Ties: Asset or Liability? Evidence from the Investment Decisions of Mutual Funds in China." Harvard Business School Working Paper, No. 14-086, March 2014.
- June 2014 (Revised November 2014)
- Case
Investing in Online Marketplaces
By: Andrei Hagiu and Hermes Alvarez
Simon Rothman had recently been promoted from executive-in-residence to Partner at esteemed venture capital firm Greylock Partners and placed in charge of managing a $100 million early-stage fund commitment dedicated to online marketplaces. In Greylock's view, 2014 was... View Details
Keywords: Business Models; Competitive Advantage; Entrepreneurship; Internet; Investments; Networks; Technology; Venture Capital
Hagiu, Andrei, and Hermes Alvarez. "Investing in Online Marketplaces." Harvard Business School Case 714-520, June 2014. (Revised November 2014.)
- Article
Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds
By: Roberto Charvel
This articles does a review of newly formed seed capital structures, angel investors and their interaction with venture capital funds in Mexico. View Details
Keywords: Entrepreneurial Finance; Emerging Economies; Venture Capital; Entrepreneurship; Financial Services Industry; Latin America; Mexico
Charvel, Roberto. "Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds." Venture Equity Latin America 12, no. 15 (September 15, 2013).