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December 2000 (Revised February 2002)
Case

Pine Street Capital

A technology hedge fund is trying to decide whether and/or how to hedge equity market risk. Its hedging choices are short-selling and options. The fund has just gone through one of the most volatile periods in NASDAQ's history, it is trying to decide whether it should... View Details

Keywords: Risk Management; Investment Funds

16 Feb 2023
HBS Case

ESG Activists Met the Moment at ExxonMobil, But Did They Succeed?

The impact-investment hedge fund Engine No. 1 made a big splash in May 2021 when it managed to get three nominees elected to the ExxonMobil board of directors. It was an open effort to prod the oil giant toward renewable energy and test whether activist investing could... View Details

Keywords: by Lane Lambert; Financial Services

April 2005 (Revised October 2006)
Case

David Berman

By: Ananth Raman, Vishal Gaur and Saravanan Kesavan

Examines the decision of a hedge fund manager who is considering investing in a retail stock. The protagonist is concerned about the retailer's inventory level. Explores the relationship between the retailer's inventory and future earnings--and, hence, the relationship... View Details

Keywords: Business Earnings; Stocks; Price; Supply Chain Management; Investment

April 2005 (Revised January 2006)
Case

Protege Partners: The Capacity Challenge

By: Randolph B. Cohen

In February 2005, Jeffrey Tarrant (HBS '85) and Ted Seides (HBS '99) considered their strategy for Protege Partners, founded in July 2002 as a fund of hedge funds (FOHF) specializing in small hedge funds. Protege's assets under management had grown to $1.1 billion, and... View Details

Keywords: Organizational Change and Adaptation; Business Growth and Maturation; Investment Funds; Financial Services Industry

March 2014 (Revised May 2014)
Teaching Note

The TELUS Share Conversion Proposal

By: Lucy White and Benjamin C. Esty

On February 21, 2013, TELUS announced a proposal to convert the firm's non-voting shares into voting shares on a one-to-one basis, thereby eliminating the firm's dual class structure. Shareholders were scheduled to vote on the proposal at the firm's annual general... View Details

October 2013 (Revised September 2014)
Case

The TELUS Share Conversion Proposal

By: Lucy White, Benjamin C. Esty and Lisa Mazzanti

On February 21, 2013, TELUS announced a proposal to convert the firm's non-voting shares into voting shares on a one-to-one basis, thereby eliminating the firm's dual class structure. Shareholders were scheduled to vote on the proposal at the firm's annual general... View Details

February 2010 (Revised July 2010)
Case

Barclays Wealth: Reignite WAR or Launch AlphaStream?

By: Lena G. Goldberg and Elisa Farri

In late January 2009, Thomas Fekete, managing director at Barclays Wealth in London, redeemed the most illiquid positions in the so-called Wealth Absolute Return Fund (WAR), one of Barclays Wealth's most promising offshore funds of hedge funds, and halted the Fund's... View Details

Keywords: Financial Crisis; Financial Liquidity; International Finance; Investment Funds; Governing Rules, Regulations, and Reforms; Strategy; Financial Services Industry; London

August 2001 (Revised April 2002)
Case

Strategic Capital Management, LLC (A)

By: Mark L. Mitchell, Erik Stafford and Todd Pulvino

Strategic Capital Management, LLC, is a hedge fund that is planning to make financial investments in Creative Computers and Ubid. Creative Computers recently sold approximately 20% of its Internet auction subsidiary, Ubid, to the public at $15 per share. Ubid's stock... View Details

Keywords: Risk and Uncertainty; Business Subsidiaries; Internet and the Web; Investment Funds; Price; Performance Efficiency; Capital Markets; Auctions; Investment Return; Equity; Planning; Financial Services Industry

July 2003 (Revised June 2010)
Case

FrontPoint Partners

By: Jay O. Light

A hedge fund platform, a new and unique kind of asset management firm, contemplates various client markets for its services. View Details

Keywords: Asset Management; Investment; Demand and Consumers; Digital Platforms; Service Delivery; Financial Services Industry

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July 2015
Exercise

An Activist Approach: Confidential Role Assignment for Remingtons Housewares

By: Guhan Subramanian and Kait Szydlowski

A three party, multiple-issue negotiation exercise dealing with a potential merger between two leading department stores, called for by an activist investor hedge fund in a letter to both companies. Company management will now attempt to navigate next moves, which are... View Details

Keywords: Negotiation; Activist Investors; Takeover Defense; Negotiation Types; Mergers and Acquisitions; Corporate Governance; Investment Activism; Retail Industry

July 2015
Exercise

An Activist Approach: Confidential Role Assignment for Fultons Department Stores

By: Guhan Subramanian and Kait Szydlowski

A three party, multiple-issue negotiation exercise dealing with a potential merger between two leading department stores, called for by an activist investor hedge fund in a letter to both companies. Company management will now attempt to navigate next moves, which are... View Details

Keywords: Negotiation; Activist Investors; Takeover Defense; Negotiation Types; Mergers and Acquisitions; Corporate Governance; Investment Activism; Retail Industry

July 2015
Exercise

An Activist Approach: Castle Rock-Fultons-Remingtons

By: Guhan Subramanian and Kait Szydlowski

A three party, multiple-issue negotiation exercise dealing with a potential merger between two leading department stores, called for by an activist investor hedge fund in a letter to both companies. Company management will now attempt to navigate next moves, which are... View Details

Keywords: Negotiation; Activist Investors; Takeover Defense; Negotiation Types; Mergers and Acquisitions; Corporate Governance; Investment Activism; Retail Industry

April 2012
Case

Man Group (A)

By: Robert C. Pozen and Thomas M. Clay

The Man Group was a huge and successful UK-based hedge fund and fund of funds manager. Through acquisitions, the company had consciously diversified its portfolio of investment products. In 2007 Man had to decide whether or not to spin off its brokerage business. Man... View Details

Keywords: Asset Management; Investment Funds; Financial Crisis; Decisions; Organizational Change and Adaptation; Diversification; Business Growth and Maturation; Business Strategy; Financial Services Industry; United Kingdom; Europe

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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

January 2008 (Revised July 2008)
Case

Opportunity Partners

By: Robin Greenwood and James Quinn

Philip Goldstein, the principal in a growing hedge fund and prominent activist investor, has taken a position in a Mexico-based closed-end fund. Following a hard-fought proxy contest in which he advocated for management to eliminate the fund's substantial discount,... View Details

Keywords: Investment Activism; Investment Funds; Business and Shareholder Relations; Value; Financial Services Industry; Mexico

2024
Working Paper

Hidden Risk

By: Daniel Barth, Phillip Monin, Emil Siriwardane and Adi Sunderam

Since 2013, large U.S. hedge fund advisers have been required to report risk exposures in their regulatory filings. Using these data, we first establish that managers’ perceptions of risk contain useful information that is not embedded in fund returns. Investor flows... View Details

Keywords: Corporate Disclosure; Investment Funds; Risk and Uncertainty; Investment Return; Communication Strategy; Financial Services Industry

September 1998 (Revised July 1999)
Case

Integral Capital Partners

By: Andre F. Perold and Markus Mullarkey

Integral Capital Partners is a small firm with a very distinctive approach to investing in high-technology stocks. The firm invests privately in small start-ups as well as in publicly traded companies, and it develops important financial and advisory relationships with... View Details

Keywords: Technology; Value Creation; Venture Capital; Asset Management; Partners and Partnerships; Public Sector; Private Sector; Business Startups; Corporate Finance; Financial Services Industry

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24 Aug 2010
First Look

First Look: August 24

PublicationsHigher Risk, Lower Returns: What Hedge Fund Investors Really Earn Authors:Ilia Dichev and Gwen Yu Publication:Journal of Financial Economics (forthcoming) Abstract The returns of View Details

Keywords: Sean Silverthorne

08 Jul 2014
First Look

First Look: July 8

plans-epitomized by the ubiquitous 401(k)-which transfer the investment risk from the company to the employee. With that transfer has come a dangerous shift in investment focus, argues Nobel Laureate Robert... View Details

Keywords: Carmen Nobel

April 2019 (Revised July 2019)
Case

Aperture Investors

By: Krishna G. Palepu, George Serafeim and David Lane

Aperture Investors is a startup investment firm that seeks to disrupt the asset management industry through competitive differentiation by charging investors primarily when its portfolio managers outperform the marketplace. Headed by Wall Street veteran Peter Kraus and... View Details

Keywords: Business Model; Talent and Talent Management; Investment; Investment Funds; Asset Management; Recruitment; Selection and Staffing; Marketing Channels; Emerging Markets; Partners and Partnerships; Motivation and Incentives; Financial Services Industry

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