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.
The Dispersion of S&P 500 Stocks Hits A Record High
Value Briefs
Is This The Market’s Most Undervalued Tech Stock?
New Revenue Recognition Rules To Hit 25% of S&P 500
As Rates Rise Dispersion Of Earnings Yield Of S&P 500 Hits A New High
Libor–OIS Spread Set To Widen Further As Beat Bites
Paulson Merger Arbitrage Fund Loses 23% In Two Months Amid Fannie Losses
Baupost Q1 Letter: Discipline And Focus Is Key For Value Investing Today
Value Briefs
Deep Value In Japan Returns 105% In Ten Months
Private Equity Funds Are Changing With The Times As Fees Explode
Too Hot? Emerging Market Equity Funds See Record Inflows; 4x More Popular Than Developed
Robot Hedge Funds Are Crushing CTAs
For First Time Since 2000, Australian Govt Bond Yield Below UST As US Govt Reaches $21T Debt Mark
Small Hedge Fund Produces 280% Returns In Two Years
Private Equity Dives Into Vietnam As It Becomes “Hot”
The End Of Libor As SOFR Is Introduced
Warren Buffett’s Business Contracts Should Be A Model For The World
Retail Defaults Set To Peak But Debt Maturities Signal Bad News Ahead
After A (Rare) Strong Month Crispin Odey Continues Attack On Central Banks Warns of ” First taste of stagflation in 50 years”

