Rupert Hargreaves
New Accounting Rules May Take Quants By Surprise
After Losing 40% in 2018, Regal Bounces Back In Jan
In 2018 As Peers Struggled This Famous Tiger Cub Was Up 3%
Alkeon: Tech Stocks Are “Remarkably Undervalued”
Major REIT Short Gains HG Vora In 2018, As Hedge Fund Giant Bets On Gambling For 2019
Charlie Munger On Defining Your Circle of Competence
DG Value: Annualized Return of 23.9% With 1.7 Sharpe
Klarman Appoints New Manager To Look After Foundation Funds
UBS: Fund Flows Tell Us Nothing
Eileen Murray, Bridgewater’s co-CEO On Radical Transparency And Finding Ideas
Seth Klarman’s 2018 Letter: How Investors Need To Think
Seth Klarman 2018 Letter: Balancing Risk Aversion With Risk-Taking
Thiele Capital Management: Seeking Value In Small-Cap Lending
Carlson Capital Has “Frustrating Year” Bets On Momentum Breaking In 2019 As Everything Crashes
Insight From A Small-Cap Value Fund That Returned 12.1% Net In 2018
PG&E Holds Blue Mountain Back In 2018
Despite SEC Probe, This Credit Hedge Fund’s Flagship Fund Gained 10% In 2018 As Sharpe Ratio Hits 3.46
Identifying Good (Or Bad) Capital Allocators

