Publications
Publications
- January 2011
- HBS Case Collection
Matrix Capital Management (B)
By: Malcolm P. Baker and David Lane
Abstract
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale initiated a position in the middle of 2009.
Keywords
Public Ownership; Cash Flow; Management Analysis, Tools, and Techniques; Investment Funds; Financial Strategy; Valuation; Partners and Partnerships; Markets; Performance Efficiency; Patents; Stock Shares; Decisions; Financial Services Industry
Citation
Baker, Malcolm P., and David Lane. "Matrix Capital Management (B)." Harvard Business School Supplement 211-048, January 2011.