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What If Google Had a Hedge Fund?

Harvard Business Review

Acutely aware of the competitive edges timely data offers sophisticated investors, the company's ever-entrepreneurial cofounder once proposed that Google launch a hedge fund. Google may not have a hedge fund, but it's unlikely that high IQ hedge funds aren't using Google's data to better manage their own situational awareness and risk.

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The Answer to Short-Termism Isn’t Asking Investors to Be Patient

Harvard Business Review

These arguments have proven highly influential and led to several policy proposals to encourage long-term holdings – so-called “patient capital” France’s Loi Florange doubles investors’ voting rights after two years. Other proposals go further. Some companies take matters into their own hands.

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The Fastest-Growing Cause for Shareholders Is Sustainability

Harvard Business Review

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. In contrast, fair marketing and advertising of products are very important for companies in these sectors.

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Yes, Short-Termism Really Is a Problem

Harvard Business Review

With Hillary Clinton’s tax proposals to encourage longer-term investing , the debate over whether American business is too fixated on the short term has moved from the dimly lit offices of earnest policy wonks into the klieg lights of U.S. Hedge fund activists loom large in the discussion of short-termism. primary season.

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Research: Index Funds Are Improving Corporate Governance

Harvard Business Review

Hedge fund activist Bill Ackman posed that question recently in his fund’s annual letter to investors. Unlike high-profile activist hedge funds, which attempt to outperform the market, the primary goal of passive investors is to deliver returns that match a market index. laura schneider FOR HBR.

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Is Your Supply Chain Ready for a NAFTA Overhaul?

Harvard Business Review

Notably, the proposed “ border adjustment ” that is part of a tax reform package Congress is debating could cause the U.S. producers to lower their prices in foreign markets, raising demand for U.S. Options and hedges. dollar to appreciate relative to other currencies. Any export subsidy would allow U.S.

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Kill Your Business Model Before It Kills You

Harvard Business Review

Postal Service ran an ad campaign warning about the dangers of email and proposed paper-mail as a safer and more reliable alternative. Markets, environments, and technology can change so quickly that no amount of profit today guarantees success tomorrow. About a year ago the U.S. But it wasn't a joke.