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  • 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
Related
  • Fourth Quarter 2008
  • Article

Do Funds-of-Funds Deserve Their Extra Fees?

By: Andrew Ang, Matthew Rhodes-Kropf and Rui Zhao
Since the after-fee returns of funds-of-funds are, on average, lower than hedge fund returns, it is easy to conclude that funds-of-funds do not add value compared to hedge funds. However, funds-of-funds should not be evaluated relative to hedge fund returns in publicly... View Details
Keywords: Investment Funds; Investment Return; Value; Assets; Resource Allocation
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    Victoria Ivashina

    Victoria Ivashina is the Lovett-Learned Professor of Finance and Head of the Finance Unit at Harvard Business School. She also serves as a Research Associate at the National Bureau of Economic Research (NBER), a Research Fellow at the Center for Economic Policy... View Details

    Keywords: investment banking industry; investment banking industry; investment banking industry; investment banking industry; investment banking industry; investment banking industry
    • July 1995 (Revised May 1997)
    • Case

    Nutra Foods

    By: David F. Hawkins
    An investor reviews his equity investment and asks for help in understanding how the stock splits and dividends impact his investment and the company's stockholders' equity portion of the balance sheet. View Details
    Keywords: History; Financial Management; Private Equity; Capital Structure; Valuation; Investment Return; Business and Shareholder Relations; Financial Services Industry; Food and Beverage Industry
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    • January 2019
    • Case

    King Abdullah Economic City: Population Drivers and Cash Flow

    By: John D. Macomber
    CEO of high profile new economic city in Saudi Arabia must decide how to allocate limited investment funds across projects under duress. Issues include understanding core economic drivers; planning infrastructure investment and return; attracting multinationals; and... View Details
    Keywords: Urban Development; Infrastructure; Project Finance; Resource Allocation; Decision Making; City; Real Estate Industry; Saudi Arabia
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    • 07 May 2021
    • News

    From Dutch Tulips to Internet Stocks, How to Spot a Financial Bubble

      John D. Dionne

      John D. Dionne has been a Senior Lecturer of Business Administration at the Harvard Business School since 2014 and is a recently retired Senior Managing Director and Senior Advisor to Blackstone. He is also Managing Partner of Franconia Capital, a... View Details

      • January 2018
      • Supplement

      Blue Harbour's Activism at Babcock & Wilcox (B)

      By: Suraj Srinivasan and Quinn Pitcher
      Follow-up case detailing the changes and performance upswing at BWX Technologies after hedge fund Blue Harbour Group's investment and when the fund’s Managing Director Robb LeMasters (MBA’05) joined its board of directors. View Details
      Keywords: Investment Activism; Organizational Change and Adaptation; Energy Industry; Construction Industry; United States
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      • 19 Feb 2007
      • Research & Ideas

      Inexperienced Investors and Market Bubbles

      MacKay observed in 1852, "even chimney-sweeps and old clotheswomen dabbled in tulips." These days it's not just chimney-sweeps who are lured to investment heartbreak. New research suggests that even professional View Details
      Keywords: by Sean Silverthorne; Financial Services

        Luis M. Viceira

        Luis M. Viceira is the George E. Bates Professor in the Finance Unit  and a Research Associate at the National Bureau of Economic Research. His research, course development, and teaching focus on the areas of investment management... View Details

        Keywords: banking; education industry; financial services; nonprofit industry; retail financial services
        • January 2002 (Revised August 2004)
        • Case

        Massachusetts Financial Services

        By: Brian J. Hall and Jonathan Lim
        This case describes the compensation and performance evaluations at an investment management company. The senior management team of Massachusetts Financial Services (MFS) Investment Management was contemplating an introduction of hedge funds at the firm, but many... View Details
        Keywords: Motivation and Incentives; Organizational Culture; Performance Evaluation; Management Teams; Compensation and Benefits; Financial Services Industry; Massachusetts
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          Lauren H. Cohen

          Lauren Cohen is the L.E. Simmons Professor in the Finance & Entrepreneurial Management Units at Harvard Business School and a Research Associate at the National Bureau of Economic Research. He is an Editor of the Review of Financial... View Details

          Keywords: investment banking industry; investment banking industry; investment banking industry; investment banking industry; investment banking industry; investment banking industry
          • 2020
          • Article

          Mutual Funds: Skill and Performance

          By: Jonathan B. Berk, Jules van Binsbergen and Max Miller
          The authors summarize the recent literature on mutual fund manager skill and performance. They discuss the latest contributions in the field and reinterpret them through the lens of the rational expectations framework (efficient market hypothesis). They further discuss... View Details
          Keywords: Investment Return; Investment Portfolio; Financial Management; Performance Evaluation; Measurement and Metrics
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            Emil N. Siriwardane

            Emil Siriwardane is an associate professor of business administration in the Finance Unit.

            Professor Siriwardane’s research studies the ways in which financial intermediaries influence capital markets, how perceptions of risk impact business cycles,... View Details

            • 22–23 Sep 2020
            • Virtual Programming

            Driving Impact: A Dialogue on Capitalism, Climate, and Social Change

            Join Professor Rebecca Henderson and Sir Ronald Cohen (MBA 1969) as they debate the theories of change. The conversation will compare and contrast the authors groundbreaking approaches to rethinking the role of business in driving impactone through the lens of... View Details
            • May 1993 (Revised June 1993)
            • Case

            Friendly Cards, Inc.

            By: William E. Fruhan Jr.
            Involves analysis of a major capital investment proposal, an acquisition of another company, an estimate of the funds required for these two possible outlays, and a recommended course of management action. View Details
            Keywords: Mergers and Acquisitions; Capital; Capital Budgeting; Investment
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            • 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
            Related
            • 26 Sep 2019
            • News

            SoftBank Bet Big on Disruptive Companies. Many Have Not Paid Off.

            • January 2007 (Revised October 2007)
            • Case

            The Omidyar-Tufts Microfinance Fund: Striving to Reshape the Social Enterprise Capital Markets

            By: Michael Chu and Jean Hazell
            Seeking to impact global poverty and philanthropy, eBay founder Pierre Omidyar donates $100 million to Tufts University for a trust restricted to investment in microfinance. Explores the origins of the initiative, the perspectives and objectives of the various parties... View Details
            Keywords: Capital Markets; Microfinance; Investment Funds; Philanthropy and Charitable Giving; Emerging Markets; Social Enterprise; Financial Services Industry
            Related
            • June 2023
            • Supplement

            Roche: ESG and Access to Healthcare

            By: George Serafeim
            In May 2022, Roche Group, one of the largest healthcare companies in the world, hosted its first ESG investor event focused exclusively on its efforts to impact access to healthcare. While Roche had recently set an ambitious goal to double the number of patients that... View Details
            Keywords: ESG (Environmental, Social, Governance) Performance; Sustainable Finance; Growth Strategy And Execution; Sustainability Targets; Impact Evaluation; Healthcare Access; Healthcare Innovation; Healthcare Systems; Healthcare Operations; Finance; Strategy; Health Testing and Trials; Health Care and Treatment; Growth Management; Measurement and Metrics; Innovation Strategy; Corporate Social Responsibility and Impact; Health Industry; Pharmaceutical Industry; Switzerland; North America; Europe; Asia; Latin America; Africa
            Related