Jacob Wolinsky
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Himayani Puri of First Manhattan Long Equity Idea: Notes From The Ben Graham VII Annual Conference
Elliot Trexler On His Investment Process: Notes From The Ben Graham VII Annual Conference
Charles Bobrinskoy On Common Behavioral Biases: Brief Notes From The Ben Graham VII Annual Conference
Ben Graham VII 2020 Annual Conference: Gotham, Ariel And More
What Negative Rates Mean
Active Share, Factor Investing Basics, with Quant Expert Jack Vogel
Northern Trust Survey: Asset Managers Most Concerned about Managing Rising Costs
The Retirement Crisis
Alluvial Fund May 2020 Performance Update
What To Do With Cash
Value Briefs
Trident Fund LP May 2020 Performance Update: Up 7% YTD
Global Return Asset Management May 2020 Update: Up 16% YTD
Black Bear Value Fund May 2020 Update
Value Briefs
Which Industries Experienced the Most Growth In 2019 As A Result of Investment?
Where To Look For Opportunities With Kovitz’s John Buckingham
Value Briefs
Ray Dalio: My Stream Of Consciousness Thoughts About What’s Going On
Q1 2020 Hedge Fund Letters Coverage: Singer, Loeb, Carlson, Russo, Lakewood, Maverick, Paul Tudor And Much More [UPDATED 6/25 11:03 EST]
Value Briefs
Bonhoeffer Fund 1Q20 Commentary: Case Study On This South African Auto Stock

