Investment Strategies
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.
A Gem of a Thrift Conversion
Short-termism and Opportunities; Buffett’s Views on Tariffs
Hedge Funds Rattled by Tariffs but Find Bright Spots in Macro and Quant Strategies
Inflation: They’re Gonna Choose To Run It Hot…
Staying on Course in Private Equity – KKR
Spruce Point Issues “Strong Sell” Research Opinion On Monster Beverage
Jonathan Boyar Comments on Trump’s Liberation Day
Hawk Ridge Highlights These 10 Short Positions [Exclusive]
IONQ: Trapped in the Hype – Kerrisdale Capital
Goldman Sachs Prime: Systematic Long/Shorts Finished February Negative; Healthcare and TMT Were the Worst Performers
Invest Like a Legend: Exploring the Stanley Druckenmiller Portfolio
Value Briefs
How Hedge Funds Can Leverage the Power of Social Media Sentiment
End of February Sees a Mix of Quantitative and Long/Short Hedge Funds Leading the Pack [HSBC Report]
Jim Simons’ Portfolio: A Blueprint For Wealth Accumulation
Springtime For Small Caps – Emerald Advisers
Special Situations Update: Long FTAI Aviation (FTAI) – Crossroads Capital
What Valuation Signals Reveal About Market Styles – Morningstar
Li Lu Portfolio Magic: A Blueprint For Investors

