CIR Group: Passing Wealth through the Generations

Lauren  Cohen; Christopher J. Malloy; Elena  Corsi

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Supplement | HBS Case Collection | January 2019

CIR Group: Passing Wealth through the Generations

by Lauren Cohen, Christopher J. Malloy and Elena Corsi

Language: English

Format: Electronic

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Citation:

Cohen, Lauren, Christopher J. Malloy, and Elena Corsi. "CIR Group: Passing Wealth through the Generations." Harvard Business School Spreadsheet Supplement 219-728, January 2019.

About the Authors

Lauren H. Cohen

L.E. Simmons Professor of Business Administration

Finance

Entrepreneurial Management

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Christopher J. Malloy

Sylvan C. Coleman Professor of Financial Management (Leave of Absence)

Finance

Entrepreneurial Management

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Teaching Note | HBS Case Collection | October 2019

ClearLife: From Prospect to Platform

Alexander Braun, Lauren H. Cohen, Mauro Elvedi and Jiahua Xu

Citation:
Braun, Alexander, Lauren H. Cohen, Mauro Elvedi, and Jiahua Xu. "ClearLife: From Prospect to Platform." Harvard Business School Teaching Note 220-036, October 2019. View Details

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Supplement | HBS Case Collection | October 2019

ClearLife: From Prospect to Platform Spreadsheet Supplement

Alexander Braun, Lauren Cohen, Mauro Elvedi and Jiahua Xu

Citation:
Braun, Alexander, Lauren Cohen, Mauro Elvedi, and Jiahua Xu. "ClearLife: From Prospect to Platform Spreadsheet Supplement." Harvard Business School Spreadsheet Supplement 220-706, October 2019. View Details

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Case | HBS Case Collection | August 2019 (Revised October 2019)

Paradigm Capital Value Fund

Luis M. Viceira and Elena Corsi

Karl Jan Erick Hummel had founded Paradigm Capital Value Fund in 2007 together with Columbia Business School Professor Bruce Greenwald, an expert in value investing and now chairman of the fund. The fund followed the principles of value investing to their target universe: publicly traded companies with market capitalization between €100 million and €4.5 billion based in Germany, the Nordic countries, the UK, and Ireland. Hummel and Greenwald believed they had developed an investing edge in that universe, ignored by large U.S.- and UK-based funds, through deep research and by locating their headquarters close to companies and their management. Hummel and his team of six analysts were based in a small suburb of Munich, Germany. Paradigm Capital Value Fund was highly concentrated, with 60% of its assets invested in four stocks, and held its positions for long periods of time. Hummel had to decide if it was time to divest from one of their main investments, a German manufacturer of rollover car washing systems, and instead invest in a German truck equipment supplier. At the same time, Hummel was concerned by how to grow the fund.

Keywords: Investment Activism; Investment Portfolio; Financial Management; Growth and Development Strategy;

Citation:
Viceira, Luis M., and Elena Corsi. "Paradigm Capital Value Fund." Harvard Business School Case 220-014, August 2019. (Revised October 2019.) View Details

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CIR Group: Passing Wealth through the Generations

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