Filter Results:
(2,840)
Show Results For
- All HBS Web
(2,840)
- People (15)
- News (814)
- Research (1,600)
- Events (3)
- Multimedia (11)
- Faculty Publications (969)
Show Results For
- All HBS Web
(2,840)
- People (15)
- News (814)
- Research (1,600)
- Events (3)
- Multimedia (11)
- Faculty Publications (969)
- April 2010 (Revised May 2012)
- Background Note
Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S.
By: Lena G. Goldberg, Robert C. Pozen and Melissa Anne Hammerle
This note provides students with an explanation of the regulatory and tax framework for hedge funds vs. mutual funds in the U.S. View Details
Keywords: Investment Funds; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Taxation; Financial Services Industry; United States
Goldberg, Lena G., Robert C. Pozen, and Melissa Anne Hammerle. "Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S." Harvard Business School Background Note 310-131, April 2010. (Revised May 2012.)
- March 1995 (Revised April 1995)
- Case
Claflin-Ukraine Fund 1995
By: Howard H. Stevenson and Thomas M. Claflin II
Stevenson, Howard H., and Thomas M. Claflin II. "Claflin-Ukraine Fund 1995." Harvard Business School Case 395-158, March 1995. (Revised April 1995.)
- October 2001 (Revised February 2002)
- Case
Acme Investment Trust: January 2001
By: Josh Lerner
The managers of a large corporate pension fund must decide whether to invest in a private equity fund that is offering a guaranteed rate of return of 20% on part of its portfolio. The background behind and implications of the guarantee are explored. View Details
Keywords: Decisions; Private Equity; Motivation and Incentives; Asset Management; Investment Funds; Financial Strategy; Financial Services Industry
Lerner, Josh. "Acme Investment Trust: January 2001." Harvard Business School Case 202-055, October 2001. (Revised February 2002.)
- December 2008 (Revised March 2009)
- Case
Rosetree Mortgage Opportunity Fund
By: Victoria Ivashina and Andre F. Perold
In December 2008, in the midst of the worst financial crisis since the Great Depression, Rosetree Capital Management was evaluating the purchase of a pool of U.S. residential mortgages. The firm had formed an investment vehicle to acquire troubled residential mortgages... View Details
Keywords: Financial Crisis; Borrowing and Debt; Mortgages; Investment; Housing; Valuation; United States
Ivashina, Victoria, and Andre F. Perold. "Rosetree Mortgage Opportunity Fund." Harvard Business School Case 209-088, December 2008. (Revised March 2009.)
- May 2002
- Case
Venture Capital Fund Restructuring Vignettes (Abridged)
By: Paul A. Gompers
This case examines the changes in fund structures proposed by four venture capital firms in 2002: Accel Partners, Battery Ventures, Charles River Ventures, and Kleiner Perkins Caufield & Byers. The venture capital market has experienced a major downturn, and these... View Details
Keywords: Venture Capital; Restructuring; Financial Crisis; Motivation and Incentives; Business and Shareholder Relations; Investment Funds; Financial Services Industry
Gompers, Paul A. "Venture Capital Fund Restructuring Vignettes (Abridged)." Harvard Business School Case 202-126, May 2002.
- 2007
- Working Paper
Hedge Fund Investor Activism and Takeovers
By: Robin Greenwood and Michael Schor
We examine long-horizon stock returns around hedge fund activism in a comprehensive sample of 13D filings by portfolio investors between 1993 and 2006. Abnormal returns surrounding investor activism are high for the subset of targets that are... View Details
Keywords: Mergers and Acquisitions; Private Equity; Investment Return; Investment Activism; Investment Portfolio; Corporate Governance
Greenwood, Robin, and Michael Schor. "Hedge Fund Investor Activism and Takeovers." Harvard Business School Working Paper, No. 08-004, July 2007.
- 02 Dec 2019
- News
Championing the HBS Fund
Scholar) that same year. An Investment in R&D While they’ve lived in California since graduation, their ties to Harvard remain strong. In addition to making gifts to Harvard College and Harvard Medical School, they have been annual donors... View Details
- 07 Sep 2021
- News
Funding His Purpose
the nonprofit sector. In addition to its lending platform, SITAWI offers philanthropic fund management and has partnered with a for-profit consulting firm that focuses on responsible investing to provide... View Details
- 30 Nov 2020
- Research & Ideas
COVID Not Slowing VC Investment
expect their investments to outperform major equity indexes going forward, and they’re continuing to fund new endeavors. “It’s sort of the opposite of doom and gloom,” Gompers says. “We were surprised by how... View Details
- Fast Answer
Exchange traded funds
Where can I find information on exchange traded funds or ETFs? News and Journals ABI/ProQuest or Business Source Complete To find academic and news articles comparing exchange traded funds to index mutual... View Details
- 15 Apr 2022
- News
Funding His Purpose
investments to both nonprofit and for-profit social impact companies. It also offers philanthropic fund management, and it partnered with a for-profit consulting firm that focuses on responsible View Details
- 22 Feb 2017
- News
Funding Solar’s Future
Photos courtesy Double Time Capital Photos courtesy Double Time Capital A recent Fortune article profiles Double Time Capital, an investment firm focused on utility-scale solar farms in North Carolina founded by Rye Barcott (MBA 2009) and... View Details
- January 2016 (Revised April 2017)
- Case
The Galaxy Dividend Income Growth Fund's Option Investment Strategies
By: W. Carl Kester
This case is designed to provide an elementary introduction to options and option pricing for beginning finance students. Analysis of the case requires students to compare the prices of put and call options with various exercise prices and maturity dates on two... View Details
Keywords: Options; Option Contract; Option Pricing; Derivatives; Mutual Funds; Call Options; Put Options; Stock Options; Risk and Uncertainty; Volatility; Financial Services Industry; United States
Kester, W. Carl. "The Galaxy Dividend Income Growth Fund's Option Investment Strategies." Harvard Business School Case 216-041, January 2016. (Revised April 2017.)
- September 2006 (Revised April 2008)
- Case
The Howland Long-Term Opportunity Fund
By: Andre F. Perold and David S. Scharfstein
Melissa Howland, founder of an investment firm, must choose between two competing investments, which differ in size, maturity, and rate of return. View Details
Keywords: Decision Choices and Conditions; Financial Instruments; Investment Return; Investment Funds; Value
Perold, Andre F., and David S. Scharfstein. "The Howland Long-Term Opportunity Fund." Harvard Business School Case 207-066, September 2006. (Revised April 2008.)
- June 2006 (Revised January 2007)
- Case
Dana Hall: Funding a Mission (A)
By: F. Warren McFarlan, Herman B. Leonard and Melissa Tritter
Dana Hall is a private all-girls school in New England facing a crisis in its mission. As social norms shift away from single-sex education, the school's enrollment is falling and deficits are becoming the norm. At the same time, the modern vision for girls' education... View Details
Keywords: Crisis Management; Financing and Loans; Nonprofit Organizations; Mission and Purpose; Strategic Planning; Education Industry; England
McFarlan, F. Warren, Herman B. Leonard, and Melissa Tritter. "Dana Hall: Funding a Mission (A)." Harvard Business School Case 306-090, June 2006. (Revised January 2007.)
- 05 Jun 2020
- Research & Ideas
How Anchor Investors Help Impact Funds Succeed
so-called impact funds, or funds that hope to create positive social or environmental impact. In Anchors Aweigh: Analysis of Anchor Limited Partner Investors in Impact Investment Funds, the authors describe... View Details
- Web
Donor-Advised Fund - Alumni
income and principal. You can add to your donor-advised fund at any time. Expert Financial Management Harvard Management Company (HMC) manages the investment of Harvard donor-advised funds. HMC has... View Details
- June 1983 (Revised July 1986)
- Case
Hamilton Closed-End Income Fund
By: Jay O. Light
Light, Jay O. "Hamilton Closed-End Income Fund." Harvard Business School Case 283-071, June 1983. (Revised July 1986.)
- April 2009
- Case
Brummer and the bracNet Investment
By: Alnoor Ebrahim, Michael Pirson and Patricia Mangas
bracNet, a for-profit/nonprofit partnership, aims to establish Internet connectivity throughout Bangladesh. Venture capitalist Patrik Brummer invested in a first round of funding to connect major cities. Should he invest again, this time in a rural roll-out, which may... View Details
Keywords: For-Profit Firms; Venture Capital; Investment; Investment Return; Rural Scope; Partners and Partnerships; Nonprofit Organizations; Internet; Telecommunications Industry; Bangladesh
Ebrahim, Alnoor, Michael Pirson, and Patricia Mangas. "Brummer and the bracNet Investment." Harvard Business School Case 309-065, April 2009.
- Program
Investment Management Workshop
with a diverse group of peers who can provide wide-ranging insights into your business challenges and career decisions Download Brochure Who Should Attend Executives in investment management organizations—including hedge View Details