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    • All HBS Web  (1,278)
      • Faculty Publications  (165)

      Return On Equity Remove Return On Equity →

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      Banks Cutting Costs to Get Return on Equity
      Matching Market Prices, Analysts' Earnings and Target Price Forecasts, and Estimating the Implied Expected Rate of Return on Equity Capital
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      • February 2021
      • Case

      Barbarians at the Gate or Turnaround Gurus? Private Equity and the Rise of the LBO

      By: Tom Nicholas and John Masko
      During the 1980s, leveraged buyouts (LBOs) and the private equity (PE) firms responsible for carrying them out revolutionized both investment and management in the U.S. Between 1980 and 1989, buyout activity in the U.S. surged from $1 billion per year to $60 billion....  View Details
      Keywords: Leveraged Buyouts; Mergers and Acquisitions; Business Conglomerates; Restructuring; Borrowing and Debt; Private Equity; Bonds; Investment Return; Institutional Investing; Profit Sharing; Business History; Management Style; Private Ownership; Performance Effectiveness; Value Creation; Financial Services Industry; United States
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      Nicholas, Tom, and John Masko. "Barbarians at the Gate or Turnaround Gurus? Private Equity and the Rise of the LBO." Harvard Business School Case 821-016, February 2021.
      • November 2020 (Revised 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. (Revised November 2020.)
      • November 2020
      • Article

      Casting Conference Calls

      By: Lauren Cohen, Dong Lou and Christopher J. Malloy
      We explore a subtle but important mechanism through which firms can control information flow to the markets. We find that firms that “cast” their conference calls by disproportionately calling on bullish analysts tend to underperform in the future. Firms that call on...  View Details
      Keywords: Strategic Release; Firms; Conference Calls; Information; Strategy; Asset Pricing
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      Cohen, Lauren, Dong Lou, and Christopher J. Malloy. "Casting Conference Calls." Management Science 66, no. 11 (November 2020): 5015–5039. (Winner of the First Prize, Crowell Memorial Award for Best Paper in Quantitative Investments, PanAgora Asset Management, 2014.)
      • October 2020
      • Case

      TowerBrook: ESG in Action (A)

      By: Victoria Ivashina, Brian Trelstad and Meaghan Conway
      This case is the first of a two-part series that follows Ramez Sousou and his team at TowerBrook Capital Partners as they face a challenging investment decision in February of 2013. Since its founding, TowerBrook has prided itself on its purpose-driven investing...  View Details
      Keywords: Esg; Finance; Private Equity; Corporate Governance; Value Creation; Investment; Decision Making
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      Ivashina, Victoria, Brian Trelstad, and Meaghan Conway. "TowerBrook: ESG in Action (A)." Harvard Business School Case 221-045, October 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
      • 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.
      • 2020
      • Working Paper

      Private Equity and COVID-19

      By: Paul A. Gompers, Steven N. Kaplan and Vladimir Mukharlyamov
      We survey more than 200 private equity (PE) managers from firms with $1.9 trillion of assets under management (AUM) about their portfolio performance, decisionmaking and activities during the Covid-19 pandemic. Given that PE managers have significant incentives to...  View Details
      Keywords: Health Pandemics; Private Equity; Management; Investment Portfolio; Performance; Decision Making; Value Creation
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      Gompers, Paul A., Steven N. Kaplan, and Vladimir Mukharlyamov. "Private Equity and COVID-19." NBER Working Paper Series, No. 27889, October 2020.
      • September 2020
      • Teaching Plan

      Harlem Capital: Changing the Face of Entrepreneurship

      By: George Serafeim
      Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the principle that addressing the...  View Details
      Keywords: Venture Capital Firm Compensation; Entrepreneurial Finance; Entrepreneurial Financing; Black Entrepreneurs; Black Leadership; Black Inventors; Inclusion; Minority-owned Businesses; Race And Ethnicity; Race Characteristics; Entrepreneurship; Venture Capital; Diversity; Race; Gender; Mission and Purpose; Social Enterprise; Financial Services Industry; United States
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      Serafeim, George. "Harlem Capital: Changing the Face of Entrepreneurship." Harvard Business School Teaching Plan 121-027, September 2020.
      • 2020
      • Working Paper

      Long-Run Returns to Impact Investing in Emerging Markets and Developing Economies

      By: Shawn Cole, Martin Melecky, Florian Mölders and Tristan Reed
      There is growing interest in impact investing, the idea of deploying capital to obtain both financial and social or environmental returns. Examination of every equity investment made by the International Finance Corporation, one of the largest and longest-operating...  View Details
      Keywords: Impact Investing; Investment; Emerging Markets; Developing Countries and Economies; Investment Return
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      Cole, Shawn, Martin Melecky, Florian Mölders, and Tristan Reed. "Long-Run Returns to Impact Investing in Emerging Markets and Developing Economies." NBER Working Paper Series, No. 27870, September 2020.
      • July 2020
      • Case

      Mortgage Backed Securities and the Covid-19 Pandemic

      By: Emil N. Siriwardane, Luis M. Viceira and Dean Xu
      In April 2020, global financial markets were still reeling as the COVID-19 pandemic spread rapidly across the world. Global equity markets had initially fallen by 30% in response to the pandemic, and high-yield credit markets had dropped by nearly 20%. In contrast,...  View Details
      Keywords: Covid-19; Mortgage-backed Securities; Health Pandemics; Financial Markets; Assets; Resource Allocation; Financial Instruments; Decision Making
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      Siriwardane, Emil N., Luis M. Viceira, and Dean Xu. "Mortgage Backed Securities and the Covid-19 Pandemic." Harvard Business School Case 221-010, July 2020.
      • June 2020
      • Teaching Note

      Generation Investment Management

      By: Vikram S. Gandhi and Sarah Mehta
      This teaching note provides guidance for teaching the case “Generation Investment Management” (820-033), which looks at the challenges facing a sustainable investment firm.  View Details
      Keywords: Sustainable Investing; Socially Responsible Investing; Long-term Investing; Esg; Climate Change; Environmental Sustainability; Finance; Equity; Governance; Private Equity; Public Equity; Financial Markets; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Social Responsibility and Impact; Financial Services Industry; United Kingdom; England; London
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      Gandhi, Vikram S., and Sarah Mehta. "Generation Investment Management." Harvard Business School Teaching Note 820-112, June 2020.
      • 2020
      • Working Paper

      Aggregate and Firm-Level Stock Returns During Pandemics, in Real Time

      By: Laura Alfaro, Anusha Chari, Andrew Greenland and Peter K. Schott
      We show that unexpected changes in the trajectory of COVID-19 infections predict U.S. stock returns, in real time. Parameter estimates indicate that an unanticipated doubling (halving) of projected infections forecasts next-day decreases (increases) in aggregate U.S....  View Details
      Keywords: Covid-19; Stock Returns; Health Pandemics; Stocks; Investment Return; Forecasting and Prediction
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      Alfaro, Laura, Anusha Chari, Andrew Greenland, and Peter K. Schott. "Aggregate and Firm-Level Stock Returns During Pandemics, in Real Time." NBER Working Paper Series, No. 26950, April 2020. (Revised May 2020.)
      • March 2020 (Revised May 2020)
      • Case

      Generation Investment Management

      By: Vikram S. Gandhi and Sarah Mehta
      By January 2020, sustainable investment firm Generation Investment Management (Generation), founded in London in 2004, had grown from a shared vision among seven founders to a 90-person firm managing $27 billion in public and private equity. Throughout its history,...  View Details
      Keywords: Sustainable Investing; Climate Change; Environmental Sustainability; Finance; Equity; Governance; Private Equity; Public Equity; Financial Markets; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Social Responsibility and Impact; Financial Services Industry; United Kingdom; England; London
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      Gandhi, Vikram S., and Sarah Mehta. "Generation Investment Management." Harvard Business School Case 820-033, March 2020. (Revised May 2020.)
      • October 2019
      • Case

      Harlem Capital: Changing the Face of Entrepreneurship (A)

      By: George Serafeim and David Freiberg
      Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their Harvard Business School MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the...  View Details
      Keywords: Impact Investing; Gender Bias; Gender Inequality; Minority Representation; Entrepreneurial Finance; Investment Management; Investing; Inequality; Race And Ethnicity; Black Entrepreneurs; Black Inventors; Black Leadership; Venture Investing; Fund Raising; Venture Capital; Entrepreneurship; Diversity; Gender; Race; Equality and Inequality; Equity; Mission and Purpose; Investment Funds; Financial Services Industry; United States
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      Serafeim, George, and David Freiberg. "Harlem Capital: Changing the Face of Entrepreneurship (A)." Harvard Business School Case 120-040, October 2019.
      • October 2019
      • Supplement

      Granite Equity Compounding Returns Calculations

      By: Victoria Ivashina and Terrence Shu
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      Ivashina, Victoria, and Terrence Shu. "Granite Equity Compounding Returns Calculations." Harvard Business School Spreadsheet Supplement 220-709, October 2019.
      • October 2019
      • Teaching Note

      Granite Equity Partners

      By: Victoria Ivashina and Terrence Shu
      This teaching note accompanies HBS case 219-040, “Granite Equity Partners,” which follows the private equity firm as it evaluates the potential acquisition of Tyrell Corp., a Minnesota-based quality control biomaterials company. Granite Equity’s fund was different from...  View Details
      Keywords: Private Equity Exit; Investing; Fund Exit; Fund Management; Wealth Management; Liquidity; Buyout; Exit Strategy; Preferred Shares; Convertible Notes; Finance; Private Equity; Investment; Asset Management; Wealth; Management; Financial Liquidity; Minnesota; United States
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      Ivashina, Victoria, and Terrence Shu. "Granite Equity Partners." Harvard Business School Teaching Note 820-062, October 2019.
      • September 2019 (Revised December 2019)
      • Case

      Blenheim Chalcot

      By: John R. Wells and Benjamin Weinstock
      In April 2019, Manoj Badale and Charles Mindenhall, co-founders of Blenheim Chalcot, were contemplating how they might go about developing their portfolio. Since founding the company as an internet consultancy called netdecisions in 1998, Badale and Mindenhall had...  View Details
      Keywords: Venture Capital; Entrepreneurship; Business Model; Growth and Development Strategy; United Kingdom; United States; India
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      Wells, John R., and Benjamin Weinstock. "Blenheim Chalcot." Harvard Business School Case 720-381, September 2019. (Revised December 2019.)
      • August 2019
      • Background Note

      Analytical Tools in Private Equity: Return Bridge

      By: Victoria Ivashina and Abhijit Tagade
      This note explains the rationale and derivation behind “return bridge,” a key analytical tool used in the private equity industry to understand sources of value-add. The note elaborates on the advantages and the shortcomings of the return bridge.  View Details
      Keywords: Return Bridge; Private Equity; Value Creation; Analysis
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      Ivashina, Victoria, and Abhijit Tagade. "Analytical Tools in Private Equity: Return Bridge." Harvard Business School Background Note 220-019, August 2019.
      • August 2019
      • Case

      Subscription Lines Dilemma

      By: Victoria Ivashina and Terrence Shu
      This case follows a fictional managing partner of a private equity firm, as she contemplates whether to utilize subscription lines of credit in her firm’s funds. Subscription lines are revolving lines of credit secured by commitments from a fund’s investors. Private...  View Details
      Keywords: Private Equity; Credit; Strategy
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      Ivashina, Victoria, and Terrence Shu. "Subscription Lines Dilemma." Harvard Business School Case 220-025, August 2019.
      • 2019
      • Book

      Patient Capital: The Challenges and Promises of Long-Term Investing

      By: Victoria Ivashina and Josh Lerner
      There has never been a greater need for long-term investments. And it is increasingly unlikely that the public sector will be willing or able to fill the gap. Those best positioned to address the long-run needs are likely to be the pools of capital in the hands of...  View Details
      Keywords: Long-term Investing; Large Investors; Capital; Investment; Strategic Planning; Problems and Challenges; Opportunities; Society
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      Ivashina, Victoria, and Josh Lerner. Patient Capital: The Challenges and Promises of Long-Term Investing. First ed. Princeton, NJ: Princeton University Press, 2019.
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