Harvard Business Review

JULY 12, 2016

Ask someone to name the demands that activist hedge funds make of companies and they’ll likely list corporate governance issues like board changes and executive compensation, or perhaps some form of restructuring. A substantial amount of investor activism appears to be motivated by social or environmental aims.

Proposal 8

Proposal Short-term Advertising Hedge 8

Harvard Business Review

SEPTEMBER 16, 2014

The other extreme is, “I have no intentions but look I’ve created jobs, ex post ,” and that is the post-rationalization of an economics-only business model. To us, the key about intentionality is that it must focus on a business model, a business plan upfront, with both economic and social impact.

Insurance 8

Insurance Bond Hedge Bottom-up 8

Harvard Business Review

SEPTEMBER 20, 2013

Hedge Funds will love our data — they will practically buy any set of data that might give them a potential edge”. These are just a sample of thoughts from clients in recent months who were excited about the prospect of creating new businesses and new sources of revenue in what seems to be a lucrative new area.

Execution 8

Execution Metrics Content Christensen 8

Harvard Business Review

JULY 27, 2015

The problem is compounded by the fact that many groups have strong motivations for preserving the status quo. From taxi and lorry drivers to lawyers to pharmacists to milk producers, regulations protect incumbents and forestall the introduction of new business models.

Banking 8

Banking Crisis Tourism Policies 8

Harvard Business Review

DECEMBER 3, 2018

In our view, while the proposal to ban dual-class shares raises important issues, its implementation would do more harm than good, given the challenges from the digital revolution and the growing imperative for established firms to transform their business models. However, we cannot completely endorse this idea for two reasons.

Class 10

Class Maturity IPO Short-term 10

Harvard Business Review

AUGUST 10, 2018

We’ve already seen that it’s possible to use external data to evaluate firms on what business models they are employing, and what those business models mean for their valuations. Active investors such as hedge funds seek to outperform the market and index providers.

Benchmarking 8

Benchmarking Software B2B GAAP 8

Harvard Business Review

JUNE 26, 2017

Their business models are fluid. His final interviews leave us with a clear sense that this project was intended to carry great symbolic value: “ My passion has been to build an enduring company where people were motivated to make great products. Understandably, they want to hedge against unpredictability and rapid change.

Real Estate 8

Real Estate Technology Hedge Project 8