Investing

A venture fund led by Katie Rae ’97 was providing the patient capital required for breakthroughs on major societal problems like climate change and community health. Then COVID-19 complicated their day-to-day work—and gave their efforts greater urgency. 

In this series, leaders tell stories about drawing on their core values in critical moments. For Lofton Holder ’90, grounding investing acumen in a connection to community builds trust and delivers returns.

Venture capitalist Eddie Thai ’12 says that the pandemic is doing economic damage to Vietnam’s globalization-driven tech sector, even as some companies in his portfolio see their valuations grow.

We asked Yale SOM’s James Choi, who has examined the implications of academic research for personal finance, what studies say about how to respond to a market crash.

A study by Yale SOM researchers suggests that when venture capital funding in a metropolitan area increases, industries with customers outside the region suffer and income inequality widens.

Most investing success is short lived, but venture capital is an exception, with top VCs beating the average year after year. A new study finds that consistent returns owe as much to a firm’s reputation and early luck as the smarts of its employees.

A study by Yale SOM’s Song Ma shows that companies tend to invest in startups when they are struggling, in order to gain access to innovation and shore up an area of weakness.

As chief investment adviser for New York City, Ranji Nagaswami ’86 delivered the unvarnished truth when she discovered unwelcome news about the city’s pension funds.