RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge

Josh   Lerner

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Case | HBS Case Collection | September 1995 (Revised May 1998)

RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge

by Josh Lerner

Abstract

RogersCasey Alternative Investments faces the challenge of managing distributions of stock by the private equity investors in which their clients have invested. These distributed shares appear to behave in complex ways, apparently at odds with market efficiency. A variety of strategies to capitalize on this behavior are considered.

Keywords: Private Equity; Stocks; Financial Strategy; Investment; Innovation Strategy; Management; Distribution; Performance; Behavior;