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.
Value Briefs
Leveraging U.S. Treasury Bonds Using The Futures Market
From 100 Years Ago – Benjamin Graham On Bargain Hunting Through The Bond List [Pt. 1]
Danger Zone: Managers Who Get Away With Bad Corporate Governance
Chuck Royce: Deep Value Investing Using Enterprise Value To EBIT As A Valuation Metric
Rising Interest Rates – Paradox Of The Bell Curve
Howard Marks: At Oaktree We Say, “Well Bought Is Half Sold.”
Value Briefs
Spruce Point Short Weis Markets (WMK)
The best insurance policy against missing big market moves is to have more than one online brokerage account.” – Barron’s, 03/2000
Value Briefs
What Turkey Can Teach Us About Gold
Chasing Mutual Fund Performance
Value Briefs
Where Are The Opportunities In Fixed Income Oriented Hedge Funds?
Value Briefs
The Balance: Considering Event-Driven Investing
Seth Klarman: Value Investing In Bull Markets
Blue Chip Stocks List: 271 High-Quality Stocks For Safe Dividend Growth
Why Charlie Munger Stopped Managing Investors’ Money
Joel Greenblatt: How To Tell If A Business Is Dead
Rare Benjamin Graham Article From 1919: A Neglected Chain Store Issue
Value Briefs
Fintwit Might Matter For Momentum And Mean Reversion In Stock Prices
Value Briefs

