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      • Faculty Publications  (138)

      Hedge Funds Remove Hedge Funds →

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      Hedge Funds | Baker Library | Bloomberg Center | Harvard Business School
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      The Problem with Hedge Funds
      While investors are still learning what happened to them in the 1990s and are trying to get their money back, they find themselves facing a new set...
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      • December 2020
      • Article

      Monetary Policy and Global Banking

      By: Falk Bräuning and Victoria Ivashina
      Global banks use their global balance sheets to respond to local monetary policy. However, sources and uses of funds are often denominated in different currencies. This leads to a foreign exchange (FX) exposure that banks need to hedge. If cross-currency flows are...  View Details
      Keywords: Global Banks; Monetary Policy Transmission; Cross-border Lending; Banks And Banking; Financial Markets; Global Range
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      Bräuning, Falk, and Victoria Ivashina. "Monetary Policy and Global Banking." Journal of Finance 75, no. 6 (December 2020): 3055–3095.
      • October 2020 (Revised November 2020)
      • Case

      Digging for Gold: Paulson & Co.'s Activism in the Gold Sector

      By: Suraj Srinivasan and Jonah S. Goldberg
      The case describes the efforts of hedge fund Paulson & Co to influence corporate governance and improve performance in the gold industry. In an innovative move, the hedge fund led the creation of the Shareholder Gold Council, a consortium of large investors in gold...  View Details
      Keywords: Board Of Directors; Hedge Funds; Shareholder Activism; Gold; Corporate Governance; Governing And Advisory Boards; Investment funds; Investment Activism; Performance Improvement; Corporate Accountability; Mining Industry; Canada; United States
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      Srinivasan, Suraj, and Jonah S. Goldberg. "Digging for Gold: Paulson & Co.'s Activism in the Gold Sector." Harvard Business School Case 121-021, October 2020. (Revised November 2020.)
      • August 2020 (Revised November 2020)
      • Case

      George Soros: The Stateless Statesman

      By: Geoffrey Jones and Wendy Ying
       This case traces the business career and philanthropic activities of George Soros. The Hungarian-born Soros made a fortune as a hedge fund investor after establishing Quantum Fund on the tax haven island of Curaçao in the Netherlands Antilles in 1973 where he was...  View Details
      Keywords: Hedge Fund; Philanthropy; Populism; Finance; Philanthropy And Charitable Giving; Political Elections; Financial Services Industry; Europe; Hungary; United Kingdom; North And Central America; United States
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      Jones, Geoffrey, and Wendy Ying. "George Soros: The Stateless Statesman." Harvard Business School Case 321-012, August 2020. (Revised November 2020.)
      • 2020
      • Working Paper

      Best Ideas

      By: Miguel Antón, Randolph B. Cohen and Christopher Polk
      We find that the stocks in which active mutual fund or hedge fund managers display the most conviction towards ex-ante, their “Best ideas,” outperform the market, as well as the other stocks in those managers’ portfolios, by approximately 2.8 to 4.5 percent per year,...  View Details
      Keywords: Mutual Funds; Managerial Skill; Market Efficiency; Investment funds; Management; Investment Portfolio; Decision Making
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      Antón, Miguel, Randolph B. Cohen, and Christopher Polk. "Best Ideas." Harvard Business School Working Paper, No. 21-004, June 2020.
      • November 2019
      • Case

      Apple, Einhorn, and iPrefs (Abridged)

      By: Carliss Y. Baldwin and W. Carl Kester
      In March 2013, Apple Computer has a very large cash balance, and is under pressure to return cash to shareholders. Hedge fund manager David Einhorn thinks Apple can "unlock value" by issuing perpetual preferred stock, dubbed iPrefs. Henry Blodget, CEO of Business...  View Details
      Keywords: Markets; Stock Shares; Value Creation; Business And Shareholder Relations
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      Baldwin, Carliss Y., and W. Carl Kester. "Apple, Einhorn, and iPrefs (Abridged)." Harvard Business School Case 220-043, November 2019.
      • September 2019 (Revised January 2021)
      • Case

      pymetrics: Foundation

      By: John R. Wells and Benjamin Weinstock
      In 2013, CEO Frida Polli was contemplating the next steps for her start-up business, pymetrics. After receiving her PhD in neuropsychology and MBA from HBS, she was determined to put her scientific and academic knowledge to work to build a business solving real world...  View Details
      Keywords: Braintech; Psychology; Hiring; Games; Entrepreneur; Start-up; Start-up Growth; Strategic Change; Strategy Formulation; Recruiting; Corporate Culture; Hiring Of Employees; Start-ups; Startup; Startups; Recruitment; Selection And Staffing; Business Startups; Strategy; Competition; Organizational Culture
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      Wells, John R., and Benjamin Weinstock. "pymetrics: Foundation." Harvard Business School Case 720-374, September 2019. (Revised January 2021.)
      • 2020
      • Working Paper

      Corporate Purpose in Public and Private Firms

      By: Claudine Gartenberg and George Serafeim
      Analyzing data from approximately 1.5 million employees across 1,108 established public and private U.S. companies, we find that employee beliefs about their firm’s purpose is weaker in public companies. This difference is most pronounced within the salaried middle and...  View Details
      Keywords: Purpose; Corporate Purpose; Culture; Corporate Culture; Public And Private Organizations; Hedge Fund; Executive Pay; Organizational Culture; Mission And Purpose; Employees; Attitudes; Ownership; Leadership; Executive Compensation
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      Gartenberg, Claudine, and George Serafeim. "Corporate Purpose in Public and Private Firms." Harvard Business School Working Paper, No. 20-024, August 2019. (Revised July 2020.)
      • 2019
      • Working Paper

      The Value of Intermediation in the Stock Market

      By: Marco Di Maggio, Mark Egan and Francesco Franzoni
      Brokers continue to play a critical role in intermediating institutional stock market transactions. More than half of all institutional investor order flow is still executed by high-touch (non-electronic) brokers. Despite the continued importance of brokers, we have...  View Details
      Keywords: Financial Intermediation; Institutional Investors; Research Analysts; Financial Institutions; Investment; Financial Services Industry
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      Di Maggio, Marco, Mark Egan, and Francesco Franzoni. "The Value of Intermediation in the Stock Market." Harvard Business School Working Paper, No. 20-016, August 2019. (Revise and Resubmit to Journal of Financial Economics.)
      • April 2019 (Revised July 2019)
      • Case

      Aperture Investors

      By: Krishna G. Palepu, George Serafeim and David Lane
      Aperture Investors is a startup investment firm that seeks to disrupt the asset management industry through competitive differentiation by charging investors primarily when its portfolio managers outperform the marketplace. Headed by Wall Street veteran Peter Kraus and...  View Details
      Keywords: Business Model; Talent And Talent Management; Investment; Investment funds; Asset Management; Recruitment; Selection And Staffing; Marketing Channels; Emerging Markets; Partners And Partnerships; Motivation And Incentives; Financial Services Industry
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      Palepu, Krishna G., George Serafeim, and David Lane. "Aperture Investors." Harvard Business School Case 119-053, April 2019. (Revised July 2019.)
      • March 2019 (Revised May 2019)
      • Case

      Growth Investing at Totem Point

      By: Suraj Srinivasan, Charles C.Y. Wang and Jonah Goldberg
      The case describes the investment of hedge fund, Totem Point Management in Analog Semiconductors (ADI) as a way to discuss forecasting and valuation in growth companies. In June 2016, hedge fund Totem Point invested in ADI at around $55 a share. In general, Totem Point...  View Details
      Keywords: Growth Investing; Investment; Strategy; Forecasting And Prediction; Valuation
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      Srinivasan, Suraj, Charles C.Y. Wang, and Jonah Goldberg. "Growth Investing at Totem Point." Harvard Business School Case 119-091, March 2019. (Revised May 2019.)
      • January 2019 (Revised March 2020)
      • Case

      Blackstone Alternative Asset Management in 2018

      By: Emil Siriwardane, Luis M. Viceira and Shawn O'Brien
      In early 2018, Blackstone announced that John McCormick would succeed Tom Hill as President and Chief Executive Officer of Blackstone Alternative Asset Management (BAAM), the largest fund-of-hedge funds in the world by a sizeable margin. As new CEO, McCormick must...  View Details
      Keywords: Asset Management; Expansion; Strategy; Decision Choices And Conditions; Financial Services Industry
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      Siriwardane, Emil, Luis M. Viceira, and Shawn O'Brien. "Blackstone Alternative Asset Management in 2018." Harvard Business School Case 219-063, January 2019. (Revised March 2020.)
      • 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.)
      • October 2018 (Revised April 2019)
      • Case

      Stock-Based Compensation at Twitter

      By: Jonas Heese, Zeya Yang and Mike Young
      Olivia Nash, an analyst at leading hedge fund BlueShark Capital Management, had just finished listening to the hour-long earnings call for Twitter’s Q4 2017 results. Was Twitter doing well? That depended on which numbers she chose to believe. According to Generally...  View Details
      Keywords: Twitter; Non-gaap Disclosure; Stock-based Compensation; Earnings Management; Corporate Disclosure; Compensation And Benefits; Stocks
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      Heese, Jonas, Zeya Yang, and Mike Young. "Stock-Based Compensation at Twitter." Harvard Business School Case 119-032, October 2018. (Revised April 2019.)
      • 2018
      • Working Paper

      The Impact of Pensions and Insurance on Global Yield Curves

      By: Robin Greenwood and Annette Vissing-Jorgensen
      We document a strong effect of pension and insurance company (P&I) assets on the long end of the yield curve. Using data from 26 countries, the yield spread between 30-year and 10-year government bond yields is negatively related to the ratio of pension assets (in...  View Details
      Keywords: Pension Funds; Investment funds; Insurance; Assets; Interest Rates; Bonds
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      Greenwood, Robin, and Annette Vissing-Jorgensen. "The Impact of Pensions and Insurance on Global Yield Curves." Harvard Business School Working Paper, No. 18-109, June 2018. (Revised December 2018.)
      • March 2018 (Revised March 2018)
      • Teaching Note

      OpenInvest

      By: Boris Vallee and Caitlin Reimers Brumme
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ...  View Details
      Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values And Beliefs; Customization And Personalization; Technology; Financial Services Industry
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      Vallee, Boris, and Caitlin Reimers Brumme. "OpenInvest." Harvard Business School Teaching Note 218-089, March 2018. (Revised March 2018.)
      • March 2018
      • Case

      Sachem Head's Activism at Autodesk

      By: Suraj Srinivasan and Quinn Pitcher
      In 2015, activist hedge fund Sachem Head Capital, led by founder Scott Ferguson, launched an activist campaign at computer aided design (CAD) software maker Autodesk. The activist campaign, waged mainly in private, was over Autodesk's lackluster financial performance,...  View Details
      Keywords: Shareholder Activism; Investing; Activist Investing; Corporate Governance; Technology; Ceo Turnover; Hedge Fund Activism; Benchmarking; Corporate Governance; Technology; Investment Activism; Performance Improvement; Management Succession; United States
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      Srinivasan, Suraj, and Quinn Pitcher. "Sachem Head's Activism at Autodesk." Harvard Business School Case 118-086, March 2018.
      • February 2018 (Revised August 2018)
      • Case

      OpenInvest

      By: Shawn Cole, Boris Vallée and Nicole Tempest Keller
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting...  View Details
      Keywords: Fintech; Impact Investing; Investment Portfolio; Customization And Personalization; Technological Innovation; Social Issues; Growth And Development Strategy; Business Model; Financial Services Industry
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      Cole, Shawn, Boris Vallée, and Nicole Tempest Keller. "OpenInvest." Harvard Business School Case 218-064, February 2018. (Revised August 2018.)
      • January 2018 (Revised December 2018)
      • Case

      Capital Allocation at HCA

      By: W. Carl Kester and Emily R. McComb
      In early 2017, HCA Holdings, an investor-owned hospital management company, faced a strategically important capital allocation decision. After the exit of its private equity sponsors in 2016, HCA had to determine how best to allocate its substantial annual free cash...  View Details
      Keywords: Capital Allocation; Cash Distribution Policy; Dividends; Share Repurchases; Growth Strategy And Execution; Growth Investing; Capital Expenditures; Debt Management; Debt Reduction; Debt Policy; Hospital Management; Investor-owned Hospital Chains; Capital Budgeting; Capital Structure; Cash Flow; Corporate Finance; Decision Choices And Conditions; Health Industry; United States
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      Kester, W. Carl, and Emily R. McComb. "Capital Allocation at HCA." Harvard Business School Case 218-039, January 2018. (Revised December 2018.)
      • January 2018
      • Case

      Trian Partners' Proxy Contest at Procter & Gamble

      By: Suraj Srinivasan and Quinn Pitcher
      In July 2017, activist hedge fund Trian Partners announced that it was launching a proxy fight at U.S. consumer goods giant Procter & Gamble. P&G would be the largest company ever subjected to a proxy fight, as Trian sought to have its CEO, Nelson Peltz, elected to the...  View Details
      Keywords: Investment; Corporate Governance; Institutional Investing; Investment Activism; Business And Shareholder Relations; United States
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      Srinivasan, Suraj, and Quinn Pitcher. "Trian Partners' Proxy Contest at Procter & Gamble." Harvard Business School Case 118-049, January 2018.
      • January 2018
      • Case

      Blue Harbour's Activism at Babcock & Wilcox

      By: Suraj Srinivasan and Quinn Pitcher
      The case describes Blue Harbour Group's investment in Babcock & Wilcox and its transformation into BWX Technologies. In 2004, activist hedge fund Blue Harbour Group invested in Babcock & Wilcox, an energy and construction company. Blue Harbour developed an investment...  View Details
      Keywords: Corporate Governance; Investment Activism; Leading Change; Energy Industry; Construction Industry; United States
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      Srinivasan, Suraj, and Quinn Pitcher. "Blue Harbour's Activism at Babcock & Wilcox." Harvard Business School Case 118-045, January 2018.
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      Hedge Funds | Baker Library | Bloomberg Center | Harvard Business School
      × Please sign in You need to log in to use the bookmarking feature. Sign In Harvard Business School Sign in to Baker Library Baker Library |...
      The Problem with Hedge Funds
      While investors are still learning what happened to them in the 1990s and are trying to get their money back, they find themselves facing a new set...
      → Search All HBS Web
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