IDEAS home Printed from https://ideas.repec.org/a/bla/stratm/v41y2020i3p343-368.html

History‐informed strategy research: The promise of history and historical research methods in advancing strategy scholarship

Author

Listed:
  • Nicholas S. Argyres
  • Alfredo De Massis
  • Nicolai J. Foss
  • Federico Frattini
  • Geoffrey Jones
  • Brian S. Silverman

Abstract

Research Summary The last decade has witnessed an increasing interest in the use of history and historical research methods in strategy research. We discuss how and why history and historical research methods can enrich theoretical explanations of strategy phenomena. In addition, we introduce the notions of “history‐informed strategy research,” distinguishing between the dimensions of “history to theory” and “history in theory” and discussing various under‐utilized methods that may further work on history‐informed strategy research. We then discuss how contemporary research contributes to history‐informed research within the strategy field, examine key methodological and empirical challenges associated with such research, and develop an agenda for future research. Managerial Summary Firms are increasingly making use of their historical past as they reflect on their identities and how these can be used strategically. At the same time, strategy researchers are paying increasing to the use of historical research methods, as well as to how firms use history strategically. We take stock on the role of history in strategy research, outline the key strategic issues that can be informed by a historical way of doing research, discuss the available historical methods, and offer suggestions for future research in the history/strategy intersection.

Suggested Citation

  • Nicholas S. Argyres & Alfredo De Massis & Nicolai J. Foss & Federico Frattini & Geoffrey Jones & Brian S. Silverman, 2020. "History‐informed strategy research: The promise of history and historical research methods in advancing strategy scholarship," Strategic Management Journal, Wiley Blackwell, vol. 41(3), pages 343-368, March.
  • Handle: RePEc:bla:stratm:v:41:y:2020:i:3:p:343-368
    DOI: 10.1002/smj.3118
    as

    Download full text from publisher

    File URL: https://doi.org/10.1002/smj.3118
    Download Restriction: no

    File URL: https://libkey.io/10.1002/smj.3118?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Cheng Gao & Tiona Zuzul & Geoffrey Jones & Tarun Khanna, 2017. "Overcoming Institutional Voids: A Reputation-Based View of Long-Run Survival," Strategic Management Journal, Wiley Blackwell, vol. 38(11), pages 2147-2167, November.
    2. Whittington, Richard, 2008. "Alfred Chandler, Founder of Strategy: Lost Tradition and Renewed Inspiration," Business History Review, Cambridge University Press, vol. 82(2), pages 267-277, July.
    3. Patrick Kline & Neviana Petkova & Heidi Williams & Owen Zidar, 2019. "Who Profits from Patents? Rent-Sharing at Innovative Firms," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 134(3), pages 1343-1404.
    4. Mary Tripsas & Giovanni Gavetti, 2000. "Capabilities, cognition, and inertia: evidence from digital imaging," Strategic Management Journal, Wiley Blackwell, vol. 21(10‐11), pages 1147-1161, October.
    5. Rodolphe Durand & Eero Vaara, 2009. "Causation, counterfactuals, and competitive advantage," Strategic Management Journal, Wiley Blackwell, vol. 30(12), pages 1245-1264, December.
    6. Witold J. Henisz & Sinziana Dorobantu & Lite J. Nartey, 2014. "Spinning gold: The financial returns to stakeholder engagement," Strategic Management Journal, Wiley Blackwell, vol. 35(12), pages 1727-1748, December.
    7. Alfredo De Massis & Josip Kotlar & Mike Wright & Franz W. Kellermanns, 2018. "Sector-Based Entrepreneurial Capabilities and the Promise of Sector Studies in Entrepreneurship," Entrepreneurship Theory and Practice, , vol. 42(1), pages 3-23, January.
    8. Alfred Kieser, 1994. "Why Organization Theory Needs Historical Analyses—And How This Should Be Performed," Organization Science, INFORMS, vol. 5(4), pages 608-620, November.
    9. Teppo Felin & Nicolai J. Foss & Koen H. Heimeriks & Tammy L. Madsen, 2012. "Microfoundations of Routines and Capabilities: Individuals, Processes, and Structure," Journal of Management Studies, Wiley Blackwell, vol. 49(8), pages 1351-1374, December.
    10. S.A. Lippman & R.P. Rumelt, 1982. "Uncertain Imitability: An Analysis of Interfirm Differences in Efficiency under Competition," Bell Journal of Economics, The RAND Corporation, vol. 13(2), pages 418-438, Autumn.
    11. Jaskiewicz, Peter & Combs, James G. & Rau, Sabine B., 2015. "Entrepreneurial legacy: Toward a theory of how some family firms nurture transgenerational entrepreneurship," Journal of Business Venturing, Elsevier, vol. 30(1), pages 29-49.
    12. Franco Malerba & Luigi Orsenigo, 2002. "Innovation and market structure in the dynamics of the pharmaceutical industry and biotechnology: towards a history-friendly model," Industrial and Corporate Change, Oxford University Press and the Associazione ICC, vol. 11(4), pages 667-703, August.
    13. Whittington, Richard & Mayer, Michael, 2000. "The European Corporation: Strategy, Structure, and Social Science," OUP Catalogue, Oxford University Press, number 9780199242085.
    14. Jean-François Hennart & Young-Ryeol Park, 1993. "Greenfield vs. Acquisition: The Strategy of Japanese Investors in the United States," Management Science, INFORMS, vol. 39(9), pages 1054-1070, September.
    15. Rodolphe Durand & Eero Vaara, 2009. "Causation, counterfactuals and competitive advantage," Post-Print hal-02312531, HAL.
    16. Kirsch, David A. & Mom, Gijs P. A., 2002. "Visions of Transportation: The EVC and the Transition from Service- to Product-Based Mobility," Business History Review, Cambridge University Press, vol. 76(1), pages 75-110, April.
    17. Guido Buenstorf & Steven Klepper, 2009. "Heritage and Agglomeration: The Akron Tyre Cluster Revisited," Economic Journal, Royal Economic Society, vol. 119(537), pages 705-733, April.
    18. Mahka Moeen, 2017. "Entry into Nascent Industries: Disentangling a Firm's Capability Portfolio at the Time of Investment Versus Market Entry," Strategic Management Journal, Wiley Blackwell, vol. 38(10), pages 1986-2004, October.
    19. P. A. Geroski & José Mata & Pedro Portugal, 2010. "Founding conditions and the survival of new firms," Strategic Management Journal, Wiley Blackwell, vol. 31(5), pages 510-529, May.
    20. Eero Vaara & Juha-Antti Lamberg, 2016. "Taking historical embeddedness seriously : Three historical approaches to advance strategy process and practice research," Post-Print hal-02313404, HAL.
    21. Abernathy, William J. & Clark, Kim B., 1985. "Innovation: Mapping the winds of creative destruction," Research Policy, Elsevier, vol. 14(1), pages 3-22, February.
    22. David J. Teece, 2007. "Explicating dynamic capabilities: the nature and microfoundations of (sustainable) enterprise performance," Strategic Management Journal, Wiley Blackwell, vol. 28(13), pages 1319-1350, December.
    23. Leonardo M. Klüppel & Lamar Pierce & Jason A. Snyder, 2018. "Perspective—The Deep Historical Roots of Organization and Strategy: Traumatic Shocks, Culture, and Institutions," Organization Science, INFORMS, vol. 29(4), pages 702-721, August.
    24. Rodolphe Durand & Eero Vaara, 2009. "Causation, counterfactuals, and competitive advantage," Post-Print hal-00457799, HAL.
    25. Steven Klepper, 2002. "Firm Survival and the Evolution of Oligopoly," RAND Journal of Economics, The RAND Corporation, vol. 33(1), pages 37-61, Spring.
    26. Daniel Holbrook & Wesley M. Cohen & David A. Hounshell & Steven Klepper, 2000. "The nature, sources, and consequences of firm differences in the early history of the semiconductor industry," Strategic Management Journal, Wiley Blackwell, vol. 21(10‐11), pages 1017-1041, October.
    27. Sarah Kaplan & Wanda J. Orlikowski, 2013. "Temporal Work in Strategy Making," Organization Science, INFORMS, vol. 24(4), pages 965-995, August.
    28. Pankaj Ghemawat, 1997. "Games Businesses Play: Cases and Models," MIT Press Books, The MIT Press, edition 1, volume 1, number 0262071827, December.
    29. Andrew H. van de Ven & George P. Huber, 1990. "Longitudinal Field Research Methods for Studying Processes of Organizational Change," Organization Science, INFORMS, vol. 1(3), pages 213-219, August.
    30. Minyuan Zhao, 2006. "Conducting R& D in Countries with Weak Intellectual Property Rights Protection," Management Science, INFORMS, vol. 52(8), pages 1185-1199, August.
    31. Malerba, Franco & Nelson, Richard & Orsenigo, Luigi & Winter, Sidney, 2001. "Competition and industrial policies in a 'history friendly' model of the evolution of the computer industry," International Journal of Industrial Organization, Elsevier, vol. 19(5), pages 635-664, April.
    32. Klaus Weber & M. Tina Dacin, 2011. "The Cultural Construction of Organizational Life: Introduction to the Special Issue," Organization Science, INFORMS, vol. 22(2), pages 287-298, April.
    33. Gino Cattani & Roger L. M. Dunbar & Zur Shapira, 2013. "Value Creation and Knowledge Loss: The Case of Cremonese Stringed Instruments," Organization Science, INFORMS, vol. 24(3), pages 813-830, June.
    34. Malerba, Franco, et al, 1999. "'History-Friendly' Models of Industry Evolution: The Computer Industry," Industrial and Corporate Change, Oxford University Press and the Associazione ICC, vol. 8(1), pages 3-40, March.
    35. Antonio‐Rafael Ramos‐Rodríguez & José Ruíz‐Navarro, 2004. "Changes in the intellectual structure of strategic management research: a bibliometric study of the Strategic Management Journal, 1980–2000," Strategic Management Journal, Wiley Blackwell, vol. 25(10), pages 981-1004, October.
    36. Joshua S. Gans & Scott Stern & Jane Wu, 2019. "Foundations of entrepreneurial strategy," Strategic Management Journal, Wiley Blackwell, vol. 40(5), pages 736-756, May.
    37. Christine Oliver, 1997. "Sustainable competitive advantage: combining institutional and resource‐based views," Strategic Management Journal, Wiley Blackwell, vol. 18(9), pages 697-713, October.
    38. Nathan L. Hammond & Allison W. Pearson & Daniel T. Holt, 2016. "The Quagmire of Legacy in Family Firms: Definition and Implications of Family and Family Firm Legacy Orientations," Entrepreneurship Theory and Practice, , vol. 40(6), pages 1209-1231, November.
    39. David G. McKendrick & Glenn R. Carroll, 2001. "On the Genesis of Organizational Forms: Evidence from the Market for Disk Arrays," Organization Science, INFORMS, vol. 12(6), pages 661-682, December.
    40. Serguey Braguinsky, 2015. "Knowledge diffusion and industry growth: the case of Japan’s early cotton spinning industry," Industrial and Corporate Change, Oxford University Press and the Associazione ICC, vol. 24(4), pages 769-790.
    41. Nicolai J. Foss, 2003. "Selective Intervention and Internal Hybrids: Interpreting and Learning from the Rise and Decline of the Oticon Spaghetti Organization," Organization Science, INFORMS, vol. 14(3), pages 331-349, June.
    42. Nicholas Argyres & Lyda Bigelow & Jack A. Nickerson, 2015. "Dominant designs, innovation shocks, and the follower's dilemma," Strategic Management Journal, Wiley Blackwell, vol. 36(2), pages 216-234, February.
    43. Sidney G. Winter, 2003. "Understanding dynamic capabilities," Strategic Management Journal, Wiley Blackwell, vol. 24(10), pages 991-995, October.
    44. Steven Klepper, 2016. "Experimental Capitalism: The Nanoeconomics of American High-Tech Industries," Economics Books, Princeton University Press, edition 1, number 10614 edited by Serguey Braguinsky & David A. Hounshell & John H. Miller.
    45. Eero Vaara & Juha-Antti Lamberg, 2016. "Taking historical embeddedness seriously : Three historical approaches to advance strategy process and practice research," Post-Print hal-02276732, HAL.
    46. Constance E. Helfat & Marvin B. Lieberman, 2002. "The birth of capabilities: market entry and the importance of pre-history," Industrial and Corporate Change, Oxford University Press and the Associazione ICC, vol. 11(4), pages 725-760, August.
    47. Anonymous, 2017. "Debating Methodology in Business History," Business History Review, Cambridge University Press, vol. 91(3), pages 443-455, October.
    48. Ron Adner & Constance E. Helfat, 2003. "Corporate effects and dynamic managerial capabilities," Strategic Management Journal, Wiley Blackwell, vol. 24(10), pages 1011-1025, October.
    49. Steven Klepper, 2007. "Disagreements, Spinoffs, and the Evolution of Detroit as the Capital of the U.S. Automobile Industry," Management Science, INFORMS, vol. 53(4), pages 616-631, April.
    50. Shipp, Abbie J. & Edwards, Jeffrey R. & Lambert, Lisa Schurer, 2009. "Conceptualization and measurement of temporal focus: The subjective experience of the past, present, and future," Organizational Behavior and Human Decision Processes, Elsevier, vol. 110(1), pages 1-22, September.
    51. Michael G. Jacobides & Sidney G. Winter, 2007. "Entrepreneurship and Firm Boundaries: The Theory of A Firm," Journal of Management Studies, Wiley Blackwell, vol. 44(7), pages 1213-1241, November.
    52. Constance E. Helfat & Margaret A. Peteraf, 2015. "Managerial cognitive capabilities and the microfoundations of dynamic capabilities," Strategic Management Journal, Wiley Blackwell, vol. 36(6), pages 831-850, June.
    53. Henisz, Witold J, 2000. "The Institutional Environment for Multinational Investment," The Journal of Law, Economics, and Organization, Oxford University Press, vol. 16(2), pages 334-364, October.
    54. Henrich R. Greve & Marc-David L. Seidel, 2015. "The thin red line between success and failure: Path dependence in the diffusion of innovative production technologies," Strategic Management Journal, Wiley Blackwell, vol. 36(4), pages 475-496, April.
    55. Zeynep K. Hansen & Gary D. Libecap, 2004. "Small Farms, Externalities, and the Dust Bowl of the 1930s," Journal of Political Economy, University of Chicago Press, vol. 112(3), pages 665-694, June.
    56. Richard P. Rumelt & Dan Schendel & David J. Teece, 1991. "Strategic management and economics," Strategic Management Journal, Wiley Blackwell, vol. 12(S2), pages 5-29, December.
    57. Franco Malerba & Richard Nelson & Luigi Orsenigo & Sidney Winter, 2008. "Vertical integration and disintegration of computer firms: a history-friendly model of the coevolution of the computer and semiconductor industries," Industrial and Corporate Change, Oxford University Press and the Associazione ICC, vol. 17(2), pages 197-231, April.
    58. Steven Klepper & Kenneth L. Simons, 2000. "Dominance by birthright: entry of prior radio producers and competitive ramifications in the U.S. television receiver industry," Strategic Management Journal, Wiley Blackwell, vol. 21(10‐11), pages 997-1016, October.
    59. Majken Schultz & Tor Hernes, 2013. "A Temporal Perspective on Organizational Identity," Organization Science, INFORMS, vol. 24(1), pages 1-21, February.
    60. Birger Wernerfelt, 1984. "A resource‐based view of the firm," Strategic Management Journal, Wiley Blackwell, vol. 5(2), pages 171-180, April.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Jean-Philippe Vergne & Colette Depeyre, 2015. "How do firms adapt? A fuzzy-set analysis of the role of cognition and capabilities in U.S. defense firms’ responses to 9/11," Post-Print hal-01274005, HAL.
    2. Giovanni Gavetti & Constance E. Helfat & Luigi Marengo, 2017. "Searching, Shaping, and the Quest for Superior Performance," Strategy Science, INFORMS, vol. 2(3), pages 194-209, September.
    3. Buenstorf, Guido & Costa, Carla, 2018. "Drivers of spin-off performance in industry clusters: Embodied knowledge or embedded firms?," Research Policy, Elsevier, vol. 47(3), pages 663-673.
    4. Ferraris, Alberto & Degbey, William Y. & Singh, Sanjay Kumar & Bresciani, Stefano & Castellano, Sylvaine & Fiano, Fabio & Couturier, Jerome, 2022. "Microfoundations of Strategic Agility in Emerging Markets: Empirical Evidence of Italian MNEs in India," Journal of World Business, Elsevier, vol. 57(2).
    5. Eero Vaara & Juha-Antti Lamberg, 2016. "Taking historical embeddedness seriously : Three historical approaches to advance strategy process and practice research," Post-Print hal-02276732, HAL.
    6. Tim Heubeck, 2024. "Looking back to look forward: a systematic review of and research agenda for dynamic managerial capabilities," Management Review Quarterly, Springer, vol. 74(4), pages 2243-2287, December.
    7. Sharma, Sunil, 2015. "Relevance of Resource Based View Themes for Capability Evolution," IIMA Working Papers WP2015-03-30, Indian Institute of Management Ahmedabad, Research and Publication Department.
    8. Sheen S. Levine & Mark Bernard & Rosemarie Nagel, 2018. "Strategic intelligence: The cognitive capability to anticipate competitor behaviour," Strategic Management Journal, Wiley Blackwell, vol. 39(2), pages 527-527, February.
    9. Pettus, Michael L. & Kor, Yasemin Y. & Mahoney, Joseph T., 2007. "A Theory of Change in Turbulent Environments: The Sequencing of Dynamic Capabilities Following Industry Deregulation," Working Papers 07-0100, University of Illinois at Urbana-Champaign, College of Business.
    10. Laurence Capron & Will Mitchell, 2009. "Selection Capability: How Capability Gaps and Internal Social Frictions Affect Internal and External Strategic Renewal," Organization Science, INFORMS, vol. 20(2), pages 294-312, April.
    11. Masoud Gholampour Rad, 2017. "Disruptive innovation in media industry ecosystem and need for improving managerial cognitive capabilities in polymediation era," Cogent Business & Management, Taylor & Francis Journals, vol. 4(1), pages 1352183-135, January.
    12. Mehmet Ali Köseoglu & John A. Parnell & Melissa Yan Yee Yick, 2021. "Identifying influential studies and maturity level in intellectual structure of fields: evidence from strategic management," Scientometrics, Springer;Akadémiai Kiadó, vol. 126(2), pages 1271-1309, February.
    13. Giovanni Gavetti, 2005. "Cognition and Hierarchy: Rethinking the Microfoundations of Capabilities’ Development," Organization Science, INFORMS, vol. 16(6), pages 599-617, December.
    14. Gianluca Capone & Franco Malerba & Richard R. Nelson & Luigi Orsenigo & Sidney G. Winter, 2019. "History friendly models: retrospective and future perspectives," Eurasian Business Review, Springer;Eurasia Business and Economics Society, vol. 9(1), pages 1-23, March.
    15. Anavir Shermon & Mahka Moeen, 2022. "Zooming in or zooming out: Entrants' product portfolios in the nascent drone industry," Strategic Management Journal, Wiley Blackwell, vol. 43(11), pages 2217-2252, November.
    16. Roy Suddaby & Trevor Israelsen & Francois Bastien & Rohny Saylors & Diego Coraiola, 2023. "Rhetorical History as Institutional Work," Journal of Management Studies, Wiley Blackwell, vol. 60(1), pages 242-278, January.
    17. Corinne A. Coen & Catherine A. Maritan, 2011. "Investing in Capabilities: The Dynamics of Resource Allocation," Organization Science, INFORMS, vol. 22(1), pages 99-117, February.
    18. Giovanni Gavetti, 2012. "PERSPECTIVE—Toward a Behavioral Theory of Strategy," Organization Science, INFORMS, vol. 23(1), pages 267-285, February.
    19. Obloj Krzysztof, 2019. "Footnotes to organizational competitiveness," Economics and Business Review, Sciendo, vol. 5(3), pages 35-49, September.
    20. Paresha N. Sinha & Peter Jaskiewicz & Jenny Gibb & James G. Combs, 2020. "Managing history: How New Zealand's Gallagher Group used rhetorical narratives to reprioritize and modify imprinted strategic guideposts," Strategic Management Journal, Wiley Blackwell, vol. 41(3), pages 557-589, March.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:bla:stratm:v:41:y:2020:i:3:p:343-368. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Wiley Content Delivery (email available below). General contact details of provider: http://onlinelibrary.wiley.com/journal/10.1111/0143-2095 .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.