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.
Why Not 100% Equities
Drivers and Stock Pickers
Altimmune Inc. (NASDAQ:ALT): Fat Chance – Kerrisdale Capital
Ranmore Fund Management’s Commentary On Nippon TV
Bill Ackman Portfolio Guide: Your Path to Wealth Creation
Mohnish Pabrai Portfolio: Get Inside The Mind of a Guru
Fairfax Financial Holdings: More GE Than Berkshire Hathaway – Muddy Waters
Wall Street Unleashes Quants in Race for Private-Market Billions
Stock Exchange Are You Trading The Energy Sell-Off
Soho House & Co: A Company Facing An Existential Crisis – GlassHouse
Eye This Fidelity ETF Duo During Potential Rate Cuts
Emerging-Market Money Manager Beats 99% of Peers by Ignoring Fed
Musk Borrows From History: How Tesla is Channeling Henry Ford to Dominate EVs
Early Warren Buffett Interview From 1974 on investing tips
Cathie Wood Stocks: Winning Investment Strategy
Ron Baron’s Wisdom: Risking Assets for Tomorrow’s Cash Flow
Hedge Funds Cash In on New Year’s Swoon in Most-Shorted Stocks
Case Study: Six Lessons From Warren Buffett’s Blue Chip Trading Stamps

