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Perspectives

Thematic Investing with Big Data: The Case of Private Equity

Pages 30-40 | Received 22 Dec 2021, Accepted 25 Jul 2023, Published online: 20 Sep 2023

References

  • Da Rin, Marco, and Ludovic Phalippou. 2017. “The Importance of Size in Private Equity: Evidence from a Survey of Limited Partners.” Journal of Financial Intermediation 31:64–76. doi:10.1016/j.jfi.2016.07.001.
  • Hassan, Tarek A., Stephan Hollander, Laurence van Lent, and Ahmed Tahoun. 2019. “Firm-Level Political Risk: Measurement and Effects.” The Quarterly Journal of Economics 134 (4): 2135–202. doi:10.1093/qje/qjz021.
  • Hoberg, Gerard, and Gordon Phillips. 2010. “Product Market Synergies and Competition in Mergers and Acquisitions: A Text-Based Analysis.” Review of Financial Studies 23 (10): 3773–811. doi:10.1093/rfs/hhq053.
  • Jamilov, Rustam, Helene Rey, and Ahmed Tahoun. 2021. “The Anatomy of Cyber Risk.” NBER Working paper 28906.
  • Phalippou, Ludovic. 2017. Private Equity Laid Bare. Self Published. Scotts Valley, CA: Create Space.
  • Sautner, Zacharias, Laurence van Lent, Grigory Vilkov, and Ruishen Zhang. 2023. “Firm-Level Climate Change Exposure.” Journal of Finance 78 (3): 1449–98.

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