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.
Howard Marks: Going To Cash Under Almost All Circumstances Is Stupid!
Robin Speziale, Capital Compounders [Book Review]
To Buy Or Not To Buy A Crisis?
Once Again Warren Buffett Has Given Us A Major Warning That Everything Is Expensive
Value Briefs
Asset Diversification In A Flat World
Charlie Munger: Moral Investing – We Could See It Was Like Putting $100 Million In A Bushel Basket And Setting It On Fire As We Walked Away
Seth Klarman: Why Value Stocks Have Under Performed
Howard Marks: Market Conditions Make This A Time For Caution
Warren Buffett’s Advice On How To Make Money With Small Caps
Jim Simons: Investing Is A Very ‘Gut Wrenching’ Business But You Can Find Things That Are Predictive
Aswath Damodaran – An October Surprise? Making Sense Of The Market Mayhem!
How One Top Financials Hedge fund Missed BlackRock’s Rise To Glory
Small-Caps And The Importance Of Buying In Declines
Margate Capital: Short Semiconductor Stocks On Industry Slowdown
The Dark Side Of Low-Volatility Stocks
Mohnish Pabrai: The Ten Commandments Of Investment Management
Charlie Munger: That Decision Has Cost Me Now About $5 Billion
Capital Guilt Management

