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    • All HBS Web  (7,382)
      • Faculty Publications  (602)

      Investment Strategy Remove Investment Strategy →

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      Susan Griffin: Formulation of a Long-Term Investment Strategy
      Scale Effects, Network Effects, and Investment Strategy
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      • January–February 2021
      • Article

      Cross‐firm Return Predictability and Accounting Quality

      By: Wen Chen, Mozaffar Khan, Leonid Kogan and George Serafeim
      We test the hypothesis that if poor accounting quality (AQ) is associated with poor investor understanding of firms’ revenue and cost structures, then poor AQ stocks likely respond more slowly than good AQ stocks to new non‐idiosyncratic information that affects both...  View Details
      Keywords: Accounting Quality; Earnings Quality; Stock Returns; Investment Strategy; Accounting; Business Earnings; Quality; investment Return; investment; strategy
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      Chen, Wen, Mozaffar Khan, Leonid Kogan, and George Serafeim. "Cross‐firm Return Predictability and Accounting Quality." Journal of Business Finance & Accounting 48, nos. 1-2 (January–February 2021): 70–101.
      • January 2021
      • Case

      Saham Group: It's In the Genes

      By: Christina R. Wing and Gamze Yucaoglu
      The case opens in August 2020 as Moulay Mhamed Elalamy (Mhamed), CEO of the Saham Group (the Group), a pan-African investment company that operates a variety of businesses out of Morocco, contemplates the Group’s identity, its investment strategy, and how to navigate...  View Details
      Keywords: Family And Family Relationships; Family Business; For-profit Firms; Transformation; Transition; Emerging Markets; Change Management; Private Equity; investment; strategy; Insurance Industry; Real Estate Industry; Education Industry; Agriculture And Agribusiness Industry; Morocco; Africa
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      Wing, Christina R., and Gamze Yucaoglu. "Saham Group: It's In the Genes." Harvard Business School Case 621-069, January 2021.
      • Editorial

      Why ESG Funds Fail to Scale

      By: Gabriel Karageorgiou and George Serafeim
      You’ve seen the headlines about the growth in environmental, social, and governance funds. Many investment professionals might read these and believe that launching a new ESG investment firm or ESG offering will be an automatic success. Our analysis of the data shows...  View Details
      Keywords: Esg; Esg (environmental, Social, Governance) Performance; Esg (environmental, Social, Governance) Performance; Esg Disclosure; Esg Disclosure Metrics; Esg Ratings; Esg Reporting; Investment Management; Investment Strategy; Investments; Investment Fund; Sustainability; Sustainable Finance; Sustainable Investing; investment; Management; strategy; investment Portfolio; Finance; Growth And Development; Failure
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      Karageorgiou, Gabriel, and George Serafeim. "Why ESG Funds Fail to Scale." Institutional Investor (January 11, 2021).
      • January 2021
      • Case

      The FIRE Savings Calculator

      By: Michael Parzen and Paul J. Hamilton
      This case follows Carol Muñoz, a member of the Financial Independence, Retire Early (FIRE) lifestyle movement. At the age of 45, Carol is considering retiring and living off the $1 million she has accumulated. Using Monte Carlo simulation, Carol forecasts the...  View Details
      Keywords: Analysis; Forecasting And Prediction; Financial strategy; investment Portfolio; investment Return; Personal Finance; Saving; Risk And Uncertainty; Diversification; Theory; Financial Services Industry
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      Parzen, Michael, and Paul J. Hamilton. "The FIRE Savings Calculator." Harvard Business School Case 621-087, January 2021.
      • January 2021
      • Case

      eToro: Building the World's Largest Social Trading Network

      By: Elie Ofek and Danielle Golan
      Social trading platform eToro was preparing for the launch of its expanded offering in the U.S. The company faced critical decisions regarding product-market fit, go-to-market strategy, positioning and monetization. Moreover, it faced the challenge of how best to make...  View Details
      Keywords: Social Trading Platform; investment; Social And Collaborative Networks; Marketing strategy; Expansion
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      Ofek, Elie, and Danielle Golan. "eToro: Building the World's Largest Social Trading Network." Harvard Business School Case 521-057, January 2021.
      • January 2021
      • Supplement

      A Half-Deal

      By: Marco Di Maggio, Pedro Levindo and Carla Larangeira
      In June 2020, XP and Itaú faced intensified competition and tension in their partnership, with the latter owning a minority stake at XP. Two years earlier, in May 2017, Itaú had announced it would acquire 49.9% of XP for $1.8 billion, followed by three additional...  View Details
      Keywords: Fintech; Financing Strategy; Competition; Competition; Latin America; Brazil
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      Di Maggio, Marco, Pedro Levindo, and Carla Larangeira. "A Half-Deal." Harvard Business School Supplement 221-058, January 2021.
      • December 2020
      • Case

      Urban Company

      By: Krishna G. Palepu
      Urban Company is an India-based market platform that helps customers book home services and at home beauty services. The company differentiated itself by investing heavily in building customer trust. Rather than merely positioning itself as a lead generating...  View Details
      Keywords: Entrepreneurship; Market Platforms; Emerging Markets; strategy; Service Delivery; Trust; Technology Industry; Service Industry; India
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      Palepu, Krishna G. "Urban Company." Harvard Business School Case 121-041, December 2020.
      • November 2020
      • Case

      Roll-Ups and Surprise Billing: Collisions at the Intersection of Private Equity and Patient Care

      By: Trevor Fetter and Kira Seiger
      This case describes the increasing investment by private equity (PE) firms in patient care and other healthcare services. The case focuses on investments in physician staffing firms and roll-up strategy investments in physician practice management (PPM). Included in...  View Details
      Keywords: Business Ventures; Acquisition; Mergers And Acquisitions; Business Model; Change; Disruption; Fluctuation; Trends; Customers; Customer Value And Value Chain; Ethics; Fairness; Finance; Equity; Insurance; Private Equity; Geography; Geographic Scope; Health; Health Care And Treatment; Markets; Demand And Consumers; Supply And Industry; Industry Structures; Ownership; Ownership Type; Private Ownership; Relationships; Agency Theory; Business And Community Relations; Business And Shareholder Relations; Business And Stakeholder Relations; Networks; strategy; Competition; Consolidation; Expansion; Integration; Horizontal Integration; Vertical Integration; Value; Value Creation; Health Industry; Insurance Industry; United States
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      Fetter, Trevor, and Kira Seiger. "Roll-Ups and Surprise Billing: Collisions at the Intersection of Private Equity and Patient Care." Harvard Business School Case 321-049, November 2020.
      • October 2020 (Revised December 2020)
      • Case

      AfricInvest: A Pan-African Investment Platform

      By: Victoria Ivashina and Youssef Abdel Aal
      The case is set in December 2018, when Ziad Oueslati, co-managing director and co-founder of AfricInvest, a leading pan-African private equity firm headquartered in Tunisia, was reflecting on the future direction of his firm. AfricInvest started as a traditional small...  View Details
      Keywords: Finance; Private Equity; Venture Capital; strategy; Governance; Financial Services Industry; Tunisia; Africa; Middle East
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      Ivashina, Victoria, and Youssef Abdel Aal. "AfricInvest: A Pan-African Investment Platform." Harvard Business School Case 221-037, October 2020. (Revised December 2020.)
      • October 2020
      • Case

      Unison Capital Korea: Gong Cha

      By: Victoria Ivashina and Sangyun Lee
      In the Spring of 2017, Soomin Kim, Founding Partner of Unison Capital Korea, and his team were debating the potential exit of Unison Capital Korea’s investment in Gong Cha Korea, the sole local franchisor of the premium milk tea brand that they proprietarily sourced...  View Details
      Keywords: Exit; Strategic Decision Making; Private Equity; investment; strategy; investment Return; Decision Making
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      Ivashina, Victoria, and Sangyun Lee. "Unison Capital Korea: Gong Cha." Harvard Business School Case 221-040, October 2020.
      • October 2020 (Revised January 2021)
      • Case

      Divesting Harvard's Endowment

      By: Daniel Green, Luis M. Viceira and Holly Fetter
      By early 2020 Harvard University was facing growing pressure from students, faculty, and alumni to divest its $40 billion endowment of financial stakes in fossil fuel producers. Its previous policy of avoiding the issue was quickly becoming outdated—$21 trillion of...  View Details
      Keywords: Divestment; Harvard University; Esg; Higher Education; investment Portfolio; Environmental Sustainability; strategy; Corporate Social Responsibility And Impact
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      Green, Daniel, Luis M. Viceira, and Holly Fetter. "Divesting Harvard's Endowment." Harvard Business School Case 221-009, October 2020. (Revised January 2021.)
      • October 2020
      • Case

      Francisco Partners Private Credit Opportunity Fund

      By: Luis M. Viceira, John D. Dionne, Soracha Prathanrasnikorn and Ari Sunshine
      In April 2020, Scott Einsenberg, the Head of Credit at the private equity firm Francisco Partners, is deciding whether to go ahead with extending a private lending agreement to Eventbrite, Inc. (NYSE: EB), a leading global event management and online ticketing...  View Details
      Keywords: Private Debt; Private Credit; Industry Evolution; Private Equity; investment; Analysis
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      Viceira, Luis M., John D. Dionne, Soracha Prathanrasnikorn, and Ari Sunshine. "Francisco Partners Private Credit Opportunity Fund." Harvard Business School Case 221-002, October 2020.
      • September 2020
      • Supplement

      Comviva: Exploring New Frontiers (B)

      By: Dante Roscini, Mahima Rao-Kachroo and Shreya Ramachandran
      After articulating its ambitious growth plans, mobile services provider Mahindra Comviva, active in over 90 countries, is thinking about how to titrate and re-plan its growth strategy given the coronavirus pandemic. Its India headquarters considers its people costs,...  View Details
      Keywords: Health Pandemics; Growth And Development strategy; Adaptation; India
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      Roscini, Dante, Mahima Rao-Kachroo, and Shreya Ramachandran. "Comviva: Exploring New Frontiers (B)." Harvard Business School Supplement 721-010, September 2020.
      • September 2020
      • Case

      Blackstone: Crocs Investment

      By: Victoria Ivashina, John D. Dionne and Terrence Shu
      This case follows Prakash Melwani (HBS MBA '86), CIO of Blackstone's Private Equity Group, and his teams’ investment in the footwear company Crocs. Instead of a traditional secondary offering, Crocs opted for a unique deal structure by taking Blackstone's cash in a...  View Details
      Keywords: Private Investment In Public Equity; Pipe Deal; investment; Brands And Branding; strategy
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      Ivashina, Victoria, John D. Dionne, and Terrence Shu. "Blackstone: Crocs Investment." Harvard Business School Case 221-023, September 2020.
      • September 2020 (Revised December 2020)
      • Case

      Hot Wheels at Mattel: Reinventing the Wheel

      By: Elie Ofek, Andres Terech and Nicole Tempest Keller
      In 2017, Chris Down, Global Brand General Manager for Hot Wheels, and his team from the Advanced Play Group within Mattel, Inc., were considering which innovation path to pursue in order to "future proof" the Hot Wheels franchise going forward. Hot Wheels was the...  View Details
      Keywords: Toys; Industry Evolution; Digital Transformation; Innovation strategy; Product Development; Growth And Development strategy; Technological Innovation; Organizational Change And Adaptation; Decision Making
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      Ofek, Elie, Andres Terech, and Nicole Tempest Keller. "Hot Wheels at Mattel: Reinventing the Wheel." Harvard Business School Case 521-015, September 2020. (Revised December 2020.)
      • September 2020
      • Case

      Disrupting Justice at RightNow: Rich or King

      By: Shikhar Ghosh and Amir Reza Rezvani
      The case examines issues such as cascading problems within the organization, changing founder roles, founder success criteria, as well as company exit consideration. In 2017, Dr. Torben Antretter, a former competitive tennis player and academic researcher, founded...  View Details
      Keywords: Exit; Startup; Financing; Founders; Entrepreneurship; Law; Venture Capital; Success; Financing And Loans; Business Growth And Maturation; strategy; Legal Services Industry; Germany
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      Ghosh, Shikhar, and Amir Reza Rezvani. "Disrupting Justice at RightNow: Rich or King." Harvard Business School Case 821-028, September 2020.
      • 2020
      • Working Paper

      Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 7 The Value Structure of Technologies, Part 2: Strategy without Numbers

      By: Carliss Y. Baldwin
      Functional analysis as set forth in the last chapter decomposes a technical system into functional components that do things to advance the system’s purpose and the goals of its designers. Functional analysis in turn can be used to construct value structure maps...  View Details
      Keywords: Modularity; Value Structure Mapping; Value Capture; Technology; Organizations; strategy; Value Creation
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      Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 7 The Value Structure of Technologies, Part 2: Strategy without Numbers." Harvard Business School Working Paper, No. 21-040, September 2020.
      • September 2020
      • Case

      Uber at a Crossroads (2017)

      By: Ramon Casadesus-Masanell and Karen Elterman
      This case describes the history of Uber, its business model—including the ways it differed from that of the traditional taxi industry—and its competition with Lyft. The case is set in 2017, a year in which Uber was plagued by even more scandals than usual, though its...  View Details
      Keywords: Business Startups; Business Model; Customer Satisfaction; Fairness; Values And Beliefs; Price; Profit; Revenue; investment; Government Legislation; Business History; Compensation And Benefits; Resignation And Termination; Employment; Wages; Lawfulness; Leadership Style; Leading Change; Management Style; Market Entry And Exit; Two-sided Platforms; Product Design; Organizational Culture; Problems And Challenges; Attitudes; strategy; Competitive strategy; Expansion; Transportation Networks; Mobile Technology; Technology Platform; Valuation; Transportation Industry; Technology Industry; United States
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      Casadesus-Masanell, Ramon, and Karen Elterman. "Uber at a Crossroads (2017)." Harvard Business School Case 721-376, September 2020.
      • September–October 2020
      • Article

      Social-Impact Efforts That Create Real Value

      By: George Serafeim
      Until the mid-2010s few investors paid attention to environmental, social, and governance (ESG) data—information about companies’ carbon footprints, labor policies, board makeup, and so forth. Today the data is widely used by investors. How can organizations create...  View Details
      Keywords: Sustainability; Sustainability Management; Esg; Esg (environmental, Social, Governance) Performance; Esg (environmental, Social, Governance) Performance; Esg Disclosure; Esg Disclosure Metrics; Esg Ratings; Esg Reporting; Social Impact; Impact Measurement; Social Innovation; Purpose; Corporate Purpose; Corporate Social Responsibility; strategy; Social Enterprise; Society; Accounting; investment; Environmental Sustainability; Climate Change; Corporate strategy; Mission And Purpose; Corporate Social Responsibility And Impact; Financial Services Industry; Chemical Industry; Technology Industry; Consumer Products Industry; Pharmaceutical Industry; North America; Europe; Japan; Australia
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      Serafeim, George. "Social-Impact Efforts That Create Real Value." Harvard Business Review 98, no. 5 (September–October 2020): 38–48.
      • August 2020 (Revised December 2020)
      • Case

      Satrix: Competing in the Passive Asset Management Industry in South Africa

      By: Mark Egan, Pippa Tubman Armerding and Dilyana Karadzhova Botha
      In late 2017, Satrix, one of the largest passive asset management firms in South Africa and a pioneer in the industry since 2000, had to decide its strategy going forward in a market where passive asset management had become increasingly commoditized and...  View Details
      Keywords: Asset Management; investment Funds; Competition; Competitive strategy; Financial Services Industry; South Africa; Africa
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      Egan, Mark, Pippa Tubman Armerding, and Dilyana Karadzhova Botha. "Satrix: Competing in the Passive Asset Management Industry in South Africa." Harvard Business School Case 221-020, August 2020. (Revised December 2020.)
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      Susan Griffin: Formulation of a Long-Term Investment Strategy
      Scale Effects, Network Effects, and Investment Strategy
      → Search All HBS Web
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