Product details

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Abstract

Gazprom, the Russian natural-gas production and distribution firm which by some measures is the largest energy company in the world, has been very cheaply valued ever since its privatization. Reasons for this include the general uncertainty prevailing in Russian equity markets and the alleged corruption in the company, including serious asset-stripping by management. Hermitage Capital Management, a Russia-focused hedge fund run by William Browder, began investing in Gazprom in 1998, hoping that shrewd activism would increase its performance as well as its share price. This case looks at Gazprom''s halting efforts at reform and discusses issues Browder must consider in deciding how to proceed.
Location:
Industry:
Size:
100,000 employees, several billion USD revenues
Other setting(s):
1990-2002

About

Abstract

Gazprom, the Russian natural-gas production and distribution firm which by some measures is the largest energy company in the world, has been very cheaply valued ever since its privatization. Reasons for this include the general uncertainty prevailing in Russian equity markets and the alleged corruption in the company, including serious asset-stripping by management. Hermitage Capital Management, a Russia-focused hedge fund run by William Browder, began investing in Gazprom in 1998, hoping that shrewd activism would increase its performance as well as its share price. This case looks at Gazprom''s halting efforts at reform and discusses issues Browder must consider in deciding how to proceed.

Settings

Location:
Industry:
Size:
100,000 employees, several billion USD revenues
Other setting(s):
1990-2002

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