Investment And Savings - Publications - Faculty & Research

Abisinuola David-Olusa (MBA 2024) is a recent graduate from Nigeria. Prior to HBS, she worked with an African-focused private equity fund deploying capital for infrastructure investing. At HBS, she was Section E’s Education Representative, View Details

13 Nov 2018
News

Building a New Real Estate Investment Model

working to solve that problem by investing in single-family homes in gentrifying communities, renovating them to high standards, and then offering them as rental units to working-class residents at... View Details

Keywords: April White; Real Estate

July 2013
Case

B. Zaitz & Sons Co. Farmland Investing

By: Andre F. Perold

In April 2013, Ben Zaitz was looking down at an expanse of agricultural land as his plane flew over the Midwest. He would soon arrive in northern Minnesota to meet with farmers regarding land he had recently purchased there. The vast tracts of row-crop acreage below... View Details

Keywords: Plant-Based Agribusiness; Investment; Market Participation; Business Strategy; Agriculture and Agribusiness Industry; Agriculture and Agribusiness Industry; Minnesota; Latin America; Africa; United States; Europe

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23 Jan 2015
News

Philanthropy 2.0: Investing with a Purpose

Keywords: Finance

2011
Working Paper

The Cost of Capital for Alternative Investments

By: Jakub W. Jurek and Erik Stafford

This paper studies the cost of capital for alternative investments. We document that the risk profile of the aggregate hedge fund universe can be accurately matched by a simple index put option writing strategy that offers monthly liquidity and complete transparency... View Details

Keywords: Cost of Capital; Financial Liquidity; Investment; Investment Return; Mathematical Methods; Risk and Uncertainty

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22 Mar 2022
Podcast

89. Expectations Investing & More: A Conversation with Michael Mauboussin and Matt Christensen

Michael Mauboussin and Matt Christensen’s paths first crossed over two decades ago, just before the first edition of Expectations Investing: Reading Stock Prices for Better Returns, co-authored by Michael and Alfred Rappaport, was published. In this episode, Michael... View Details

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

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September–October 1992
Article

Capital Disadvantage: America's Falling Capital Investment System

By: M. E. Porter

Keywords: Capital; Investment; System; United States

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February 2016 (Revised September 2017)
Case

Mohamed Azab and Seha Capital

By: Richard G. Hamermesh and Sarah McAra

In January 2011, Mohamed Azab, founder and CEO of health care investment firm Seha Capital, made his first health care investment in Hassab Labs, a diagnostic lab in Alexandria, Egypt. Weeks later, a revolution erupted across the country as the Arab Spring swept... View Details

Keywords: Health Care; Health; Pan-Africa; Health Care Investment; Financing; Developing World; Entrepreneurship; Health Care and Treatment; Investment; Financing and Loans; Developing Countries and Economies; Egypt; Africa

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2023
Working Paper

Point Four and the Politics of Foreign Direct Investment in the United States during the Early Cold War

By: Melanie Sheehan

This article traces business influence in the formulation of the Point Four technical assistance program, the first US Cold War-era international development program. It focuses specifically on business interest associations’ efforts to secure federal incentives to... View Details

Keywords: Point Four Program; Business Interest Association; International Development; Cold War; Foreign Direct Investment; Business History; Business and Government Relations

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September 2023
Supplement

Icahn Enterprises: Ponzi Scheme or Sound Investment

By: Aiyesha Dey, Jonas Heese and James Weber

Excel Supplement consists of financial statements of Icahn Enterprises and two competitors. View Details

Keywords: Financial Statements

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1999
Other Unpublished Work

Capital Formation and Investment in Venture Markets: Implications for the Advanced Technology Program

By: Paul Gompers and Josh Lerner

Citation

1976
Book

Nine Investments Abroad and Their Impact at Home: Case Studies on Multinational Enterprise and the U.S. Economy

By: Robert B. Stobaugh and Robert H. Hayes

Keywords: Multinational Firms and Management; International Finance; United States

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01 Jun 2009
Lessons from the Classroom

The Challenges of Investing in Science-Based Innovation

advance their agendas fall across several key areas, including strategy, organizational design, decision-making, and resource allocation. "The level of investment required to drive scientific innovation... View Details

Keywords: by Julia Hanna; Banking; Auto; Pharmaceutical