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  • All HBS Web  (2,840)
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  • 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
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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.)
  • July 2011 (Revised September 2018)
  • Case

Nashton Partners and Its Search Fund Process

By: Richard S. Ruback and Royce Yudkoff
Nashton Partners was a search fund founded by two HBS MBA's that raised $500,000 to finance a search for a company that they could purchase and then run for the next five to ten years. The case examines the search fund structure, the two-year search, and two potential... View Details
Keywords: Acquisition; Capital Structure; Financing and Loans; Investment Funds; Partners and Partnerships
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Ruback, Richard S., and Royce Yudkoff. "Nashton Partners and Its Search Fund Process." Harvard Business School Case 212-006, July 2011. (Revised September 2018.)
  • 2007
  • Other Unpublished Work

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 acquired ex-post, but not... View Details
Keywords: Mergers and Acquisitions; Private Equity; Investment Return; Investment Activism; Investment Portfolio; Corporate Governance
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Greenwood, Robin, and Michael Schor. "Hedge Fund Investor Activism and Takeovers." 2007.
  • November 2018 (Revised June 2019)
  • Case

JANA Partners: Impact through Activism?

By: Vikram S. Gandhi and Caitlin Reimers Brumme
Jana Partners, a well-known “activist” hedge fund has announced the launch of a new fund Jana Impact. The basic premise is that the fund will be able to generate superior returns by using Jana’s activist approach with companies that are underperforming on ESG metrics.... View Details
Keywords: Hedge Fund; Hedge Funds; ETF; Activist Investing; Activism; Investment Activism; Investment Funds; Asset Management
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Gandhi, Vikram S., and Caitlin Reimers Brumme. "JANA Partners: Impact through Activism?" Harvard Business School Case 819-073, November 2018. (Revised June 2019.)
  • August 2024 (Revised October 2024)
  • Case

Discerene Group: Long-Term Public-Markets Investing

By: Luis M. Viceira and Brent Schwarz
This case discusses active investing based on fundamental valuations and price distortions created by market events, and whether contractual terms between investment managers and their investors can help align incentives between long-term investors and active managers.... View Details
Keywords: Financial Strategy; Investment Funds; Valuation; Financial Markets; Financial Services Industry; Connecticut
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Viceira, Luis M., and Brent Schwarz. "Discerene Group: Long-Term Public-Markets Investing." Harvard Business School Case 225-023, August 2024. (Revised October 2024.)
  • 2004
  • Working Paper

Judging Fund Managers by the Company They Keep

By: Randolph Cohen, Joshua Coval and Luboš Pástor
We develop a performance evaluation approach in which a fund manager's skill is judged by the extent to which his investment decisions resemble the decisions of managers with distinguished performance records. The proposed performance measures are estimated more... View Details
Keywords: Measurement and Metrics; Performance Evaluation; Investment Funds; Investment
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Cohen, Randolph, Joshua Coval, and Lubo Pástor. "Judging Fund Managers by the Company They Keep." NBER Working Paper Series, No. W9359, January 2004.
  • 31 Oct 2017
  • Working Paper Summaries

Mutual Funds as Venture Capitalists? Evidence from Unicorns

Keywords: by Sergey Chernenko, Josh Lerner, and Yao Zeng; Financial Services; Banking
  • 30 Jan 2017
  • Research & Ideas

Vanguard, Trian And The Problem With 'Passive' Index Funds

investing, especially for smaller investors, and ultimately created greater returns than most professionally managed mutual funds could deliver. That has made index, or passive, funds wildly popular: For the... View Details
Keywords: by Michael Blanding; Financial Services
  • 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
Citation
Read Now
Related
Greenwood, Robin, and Michael Schor. "Hedge Fund Investor Activism and Takeovers." Harvard Business School Working Paper, No. 08-004, July 2007.
  • 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

    ‘Passive’ Index Fund Leaders Push for Shareholder Reforms

    The evolving power relationship between index fund managers and investors focused on management change. Index funds are the major shareholders in many large- and medium-sized public companies, but their passive investment nature offers few checks on... View Details
    • February 2000
    • Article

    Money Chasing Deals?: The Impact of Fund Inflows on the Valuation of Private Equity Investments

    By: Paul Gompers and Josh Lerner
    Keywords: Money; Valuation; Finance; Investment
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    Gompers, Paul, and Josh Lerner. "Money Chasing Deals?: The Impact of Fund Inflows on the Valuation of Private Equity Investments." Journal of Financial Economics 55, no. 2 (February 2000): 281–325.
    • 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
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    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
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    Ivashina, Victoria, and Andre F. Perold. "Rosetree Mortgage Opportunity Fund." Harvard Business School Case 209-088, December 2008. (Revised March 2009.)
    • 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
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    Ebrahim, Alnoor, Michael Pirson, and Patricia Mangas. "Brummer and the bracNet Investment." Harvard Business School Case 309-065, April 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
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    Gompers, Paul A. "Venture Capital Fund Restructuring Vignettes (Abridged)." Harvard Business School Case 202-126, May 2002.
    • 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
    Keywords: Colleges, Universities, and Professional Schools; Educational Services
    • November 1995 (Revised October 2000)
    • Case

    Acme Investment Trust

    By: Josh Lerner
    Acme Investment Trust is considering investing in a private equity partnership that is seeking only 15% of the profits, instead of the standard 20%. The management fee requested, however, is higher than in its earlier fund. The pension managers must consider the... View Details
    Keywords: Compensation and Benefits; Private Equity; Organizations; Investment Funds; Motivation and Incentives; Financial Services Industry
    Citation
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    Lerner, Josh. "Acme Investment Trust." Harvard Business School Case 296-042, November 1995. (Revised October 2000.)
    • 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
    Keywords: by Danielle Kost; Financial Services; Banking
    • January 1982
    • Case

    Fairhaven Corp. Pension Fund

    By: Jay O. Light
    Keywords: Compensation and Benefits; Investment Funds
    Citation
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    Light, Jay O. "Fairhaven Corp. Pension Fund." Harvard Business School Case 282-108, January 1982.
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