Portfolio Investment - Publications - Faculty & Research

15 Nov 2013
News

Helping Bright Ideas Shine Again

capital firm he opened in 2004 (and closed in January 2013) that focused on the Internet, software, and mobile spaces. The experience taught him some important lessons, among them the benefits of restricting his number of investments. "Nueva Ventures had a View Details

Keywords: Robert S. Benchley

05 Dec 2019
Blog Post

Addressing Unmet Needs in Health Care Using an MBA

time to be in health care. I would advise to consider companies that are looking at technologies (AI, ML, Robotics) to solve challenging health care problems. Technology investment in health care has lagged other industries. This was due... View Details

01 Jan 2012
News

Franklin P. “Pitch” Johnson Jr., MBA 1952

Founding Partner, Asset Management Company Download Johnson profile (pdf) Return to Alumni Achievement Awards main page TIMELINE 1928 Born, Quincy, Illinois 1950 Earns BS, Mechanical Engineering, Stanford University 1962 Launches Draper and Johnson View Details

09 Apr 2019
First Look

New Research and Ideas, April 9, 2019

announced their first ever public-sector pay cuts, triggered by the Vision 2030 agenda. Ajeej, with 50% of its portfolio invested in Saudi companies, had to decide how to position its View Details

Keywords: Dina Gerdeman

28 Jul 2009
First Look

First Look: July 28

209-152 Real estate is an increasingly important component in the portfolios of institutional investors. This note discusses the issues these investors must consider when investing in real estate from the... View Details

Keywords: Martha Lagace

04 Sep 2020
Blog Post

Advice from a Career Switcher: The Value of Informational Conversations with Alumni

mid-March, Adam accepted an offer to join Breakthrough Energy Ventures (BEV) as a Portfolio Greenhouse Gas Impact Analysis Intern; BEV invests in entrepreneurs building companies that can have a significant... View Details

14 Oct 2020
Blog Post

Creating the Minority Renaissance for Venture Capital: Interview with Henri Pierre-Jacques and Jarrid Tingle, Managing Partners at Harlem Capital

1993), after each launching their careers in investment banking. “Joining ICV was a great experience and eye opening for us because we were used to being in majority environments,” said Tingle. “Also, at a smaller firm you were involved... View Details

20 May 2025
Blog Post

How Student-Proposed Internships Can Create Value

Internship Jessica brought a background in investment banking and private equity, but she was ready to try something new. “I thought my experience working on strategic initiatives with portfolio companies... View Details

21 May 2025
Blog Post

Mentorship in Action: When an HBS Student Proposes a Project

scheduled a call to explore potential projects and align on goals. “They had never had an intern before, so this was a brand new program that we workshopped together based on both of our expectations,” Jessica said. Designing a Meaningful Internship Jessica brought a... View Details

12 Apr 2011
First Look

First Look: April 12

energized the organization through portfolio changes and a values-driven approach to managing the company. The case describes the steps he took to build a new strategy. Video is referenced that provides Palmisano's views of each step in... View Details

Keywords: Sean Silverthorne

10 Jun 2021
Blog Post

Managing Sustainable Advantage with Key ESG Cofounders, Anne-Marie Schoonbeek and Heleen van Poecke

internship and then later back to McKinsey after graduation, where she focused on both large-cap and startups in the pharmaceuticals and biotech space. “For me, this was a way of making an impact,” said Schoonbeek. van Poecke began her career on another path starting... View Details

01 Dec 2020
News

The Camel and the Unicorn

merchants basically built a portfolio of these highly risky ventures. A lot of the boats didn't come back. Some of the boats didn't come back full or didn't pay off. And with that approach, were able to really build an industry. And that... View Details

01 Sep 2020
News

Alumni and Faculty Books for September 2020

this growth is inevitable as the divide between man and machine blurs. Hot Stocks: Investing for Impact and Profit in a Warming World by James Ellman (MBA 1994) Rowman & Littlefield The world is warming, our View Details

07 Aug 2007
First Look

First Look: August 7, 2007

their dividend policy to serve their institutional shareholders. Download the paper: http://papers.nber.org/papers/W13283 Taxes and Portfolio Choice: Evidence from JGTRRA's Treatment of International Dividends Authors:Mihir A. Desai and... View Details

Keywords: Martha Lagace

04 Oct 2021
Blog Post

Tapping into “Nontraditional” Private Equity and Venture Capital Talent at HBS

Mbanusi (MBA 2021) and Morgan Sheil (MBA 2021), who came to business school from nonprofit and chemical engineering backgrounds respectively, prove that experience outside of investing can also be highly transferable and valuable to the... View Details

Keywords: Private Equity; Venture Capital

13 Dec 2011
First Look

First Look: Dec. 13

portfolio would offer investors exposure to a basket of nine major hedge fund strategies. The DELTA strategy would be innovative in two ways. First, in terms of its structure, AQR would implement these underlying strategies using a... View Details

Keywords: Sean Silverthorne

12 Mar 2007
Research & Ideas

The New Real Estate

world of property derivatives. Derivatives help investors deal with the cumbersome, expensive, and timely nature of buying and selling real estate. Through synthetic derivative instruments, investors can rebalance portfolios and transport... View Details

Keywords: by Arthur I. Segel; Construction; Real Estate

08 Sep 2021
Blog Post

Building the Bridge from Nonprofit to VC with Joshua Mbanusi (MBA 2021)

2021) prove not only is this goal attainable, but also that experience outside of investing can be highly transferable and valuable to the field. Mbanusi’s Road to HBS When sharing the story of his path to HBS and venture capital, Mbanusi... View Details

10 Sep 2008
Research & Ideas

Long-Tail Economics? Give Me Blockbusters!

customers and drive distribution for other products in a company's portfolio. A company's commitment to searching out potential blockbusters and then investing in marketing to convert potential to reality attracts and retains top... View Details

Keywords: by John Quelch; Entertainment & Recreation; Pharmaceutical

06 Dec 2021
News

HBS Curricula Explore the Complexities of Innovation

degrees in mechanical engineering and economics at Yale and then worked in tech investments at Morgan Stanley and as a project manager at Microsoft. But what Hopkins hoped to learn from the course taught by Shane Greenstein, the Martin... View Details

Keywords: Jennifer Gillespie

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