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  • March 2016 (Revised November 2020)
  • Case

Tableau

By: Boris Vallee
Matrix Capital Management, a long-short equity hedge fund based in Waltham, Massachusetts, is assessing its investment in Tableau, a data visualization company. Tableau, which conducted an IPO a few years ago, has been experiencing substantial growth as it aims at... View Details
Keywords: Hedge Fund; Long-short Equity; Growth Investing; Growth and Development Strategy; Investment; Valuation; Technology; Technology Industry; Waltham
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  • June 2017 (Revised November 2020)
  • Teaching Note

Tableau

By: Boris Vallee and Botir Kobilov
Teaching Note for HBS No. 216-045. View Details
Keywords: Hedge Fund; Long-short Equity; Growth Investing; Growth and Development Strategy; Investment; Valuation; Technology; Technology Industry; Waltham
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  • February 2022 (Revised April 2022)
  • Case

Pushing Past the Boundaries of ESG Investing: AQR Capital Management

By: Lauren H. Cohen, Richard B. Evans, Umit G. Gurun and Quoc H. Nguyen
Cliff Asness was facing a dilemma into how he would plunge his hedge fund into the hottest investment area worldwide—ESG Investing. Founder and managing principal of AQR—one the most storied quantitative hedge funds in the world—Asness knew anything less than a big... View Details
Keywords: ESG; Hedge Fund; Investment; Equity; Green Technology
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  • July 1997 (Revised August 1997)
  • Case

numeric investors l.p.

By: Andre F. Perold and Brian J. Tierney
Numeric Investors manages equity portfolios with the use of a momentum model and a value model. The momentum model is based on earnings surprise and analysts' revisions of their earnings estimates. The firm offers long-short as well as long-only strategies, and its... View Details
Keywords: Asset Management; Cost; Equity; Financial Strategy; Investment; Investment Portfolio; Management; Product Development; Performance Efficiency; Business Strategy
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  • 05 Sep 2007
  • Working Paper Summaries

Global Currency Hedging

Keywords: by John Y. Campbell, Karine Serfaty-de Medeiros & Luis M. Viceira; Financial Services
  • 11 Apr 2023
  • Research & Ideas

Is Amazon a Retailer, a Tech Firm, or a Media Company? How AI Can Help Investors Decide

descriptions from 10-K filings dynamically, weighting companies across 15 different “TOPICS” and three tiers. The study, published in February, found that long-short equity portfolios designed using the... View Details
Keywords: by Danielle Kost; Consumer Products; Real Estate; Financial Services; Retail
  • 02 Dec 2013
  • Research & Ideas

Companies Choreograph Earnings Calls to Hide Bad News

sign to fall short," Cohen says. Companies preparing for an equity issuance and companies that engaged in insider trading in the following quarter also tended to call only on positive analysts, for the obvious reason that it would boost... View Details
Keywords: by Julia Hanna; Financial Services
  • 24 Jan 2017
  • First Look

First Look at New Research: January 24, 2017

Starks at InSiL Therapeutics (B) This case accompanies the (A) case from Anthony Starks's perspective. Purchase this case: https://cb.hbsp.harvard.edu/cbmp/product/617030-PDF-ENG Harvard Business School Case 216-045 Tableau Matrix Capital Management, a View Details
Keywords: Sean Silverthorne
  • 14 Aug 2012
  • First Look

First Look: August 14

Specifically, focusing attention on "interested" legislators' behavior captures important information seemingly ignored by the market. A long-short portfolio based on these legislators' views earns abnormal returns of over 90... View Details
Keywords: Sean Silverthorne
  • 17 Sep 2013
  • First Look

First Look: September 17

Paul Healy, George Serafeim, and Devin Shanthikumar Abstract—Prior research on equity analysts focuses almost exclusively on those employed by sell-side investment banks and brokerage houses. Yet investment firms undertake their own... View Details
Keywords: Sean Silverthorne
  • 13 Nov 2012
  • First Look

First Look: November 13

associated with R&D investment are uncertain, the past track records of firms may give insight into their potential for future success. We show that a long-short portfolio strategy that takes advantage of the information in past track... View Details
Keywords: Sean Silverthorne