HBSP (USA)
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Modelos multifactoriales
Baker, Malcolm P.Case HBS-209S04FinanceLos estudiantes evalúan el desempeño de los cuatro fondos de inversión y calcular el costo de capital para las empresas que utilizan dos puntos de referencia fijos, el CAPM, y un modelo multifactorial de los retornos.Starting at €8.20
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Celgene
Baker, Malcolm P.; McComb, Emily R.Case HBS-218094-EFinanceIn February 2011, Adam Koppel, a Managing Director at Brookside Capital, the public equity arm of Bain Capital, must decide whether to increase or exit the firm's position in Celgene Corporation. News has emerged that raises potential safety concerns associated with Celgene's key drug, Revlimid. In response, Celgene's share price has traded down 20% in the last two months, and is now almost 10% below the level where Brookside made their initial i...Starting at €8.20
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Matrix Capital Management (C)
Baker, Malcolm P.; Lane, DavidCase HBS-211060-EFinanceBen Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale initiated a position in the middle of 2009.Starting at €5.74
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AQR's Momentum Funds (B)
Bergstresser, Daniel B.; Malloy, Christopher J.; Cohen, Lauren H.; Cohen, Randolph B.Case HBS-211075-EFinanceThis is a (B) case for AQR's Momentum Funds. It follows the first year of performance of the funds after launching, and gives students a critical inflection point for analyzing the nascent stages of a new product launch and the potential path dependence of the product depending on initial returns. It allows students to wrestle with the way forward given these conditions, and how (if at all) it changes their views, pitch, and perspective on the st...Starting at €5.74
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AQR's DELTA Strategy, Teaching Note
Bergstresser, Daniel B.; Cohen, Lauren H.; Malloy, Christopher J.; Cohen, Randolph B.; Gray, TimothyTeaching Note HBS-212084-EFinanceTeaching Note for 212038.Starting at €0.00
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Behavioral Finance at JP Morgan
Baker, Malcolm P.; Sesia, AldoCase HBS-207084-EFinanceFollowing a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biStarting at €8.20
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Dice-K: The Hundred (Plus) Million Dollar Man
Cohen, Randolph B.; Barry, Michael; D'Annolfo, F. MarkCase HBS-208043-EStrategyDescribes the efforts made by the Boston Red Sox to sign superstar Japanese pitcher Daisuke (Dice-K) Matsuzaka within the context of the team's attempts to keep pace with longtime rival, the New York Yankees. In late 2006, Dice-K is viewed as the prize of the free agent pitching market. However, negotiations between the Red Sox and Dice-K's camp have broken down with the signing deadline less than 24 hours away (if Dice-K is not signed by the dea...Starting at €8.20
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Protégé Partners: El reto de la capacidad
Cohen, Randolph B.; Delacey, Brian J.Case HBS-209S07FinanceEn febrero de 2005, Jeffrey Tarrant (HBS '85) y Ted Seides (HBS '99) consideraron que su estrategia para Protégé Partners, fundada en julio de 2002 como fondo de fondos de cobertura (FoHF) especializada en fondos de cobertura pequeños. Los activos de Protege bajo gestión habían crecido a $ 1,1 mil millones, y el desarrollo de Protege reflejado casi exactamente las expectativas de los fundadores de 2001. A pesar de los fundadores vieron beneficios...Starting at €8.20
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Behavioral Finance at JP Morgan (Spanish version)
Baker, Malcolm P.; Sesia, AldoCase HBS-209S12FinanceFollowing a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like overconfidence, anchoring, and loss aversion is key to generating returns on the investment side and educating clients on the advisory side.Starting at €8.20
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AQR's Momentum Funds (A) (Spanish version)
Bergstresser, Daniel B.; Cohen, Lauren H.; Cohen, Randolph B.; Malloy, Christopher J.Case HBS-218S14FinanceAQR is a hedge fund based in Greenwich, Connecticut, that is considering offering a wholly new line of product to retail investors, namely the ability to invest in the price phenomenon known as momentum. There is a large body of empirical evidence supporting momentum across many different asset classes and countries. However, up until this point, momentum was a strategy employed nearly exclusively by hedge funds, and thus not an available investm...Starting at €8.20