Rupert Hargreaves
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.
Never Seen Before Letters: Bill Ruane And The Sequoia Fund The First Years [Pt.1]
Distressed Investing: Westinghouse Electric Bankruptcy
Why Wall Street Wrong On Bank Stocks
Berkshire Hathaway 2018 Letter: Focus On The Underlying Business
Berkshire Hathaway 2018 Letter: Buffett’s Buyback Dilemma
Sio Capital Gains An Impressive 23.3% In 2018 As Biotech Shorts Pay Off: Here Are The Companies That They Are Betting Against
Hedge Funds Up 6% In 2019 As Crowded Trades Bounce Back: Goldman
David Einhorn Laments At Greenlight Annual Dinner: In 2018 “We Weren’t Right About Anything”
Charlie Munger’s Investment Advantage, Only Four Investments In His Portfolio
Moon Capital: Chasing Dividends In Frontier Markets
Berkshire Hathaway’s Results: What To Expect
Lightsail Capital Seeking Inefficiency In Small-Cap Growth Leads To 10% Return In 2018
Charlie Munger: Most Investment Managers Act Like A “Racetrack Tout”
Coho Capital 2018 Letter: Netflix Is The “Cable Cowboy for the Streaming Age”
Steve Mandel Steps Down With One Of The Best Hedge Fund Records Ever
Exclusive – Blue Mountain Doubles Down On Credit Exposure After Mixed 2018 And Insistence That PG&E Is “Solvent”
Marathon Asset Management’s Newish Fund: Seeking Value In Aircraft Leases And Drug Royalties
Michael Mauboussin: Who Is On The Other Side?

