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
A Bullish Bond Argument That Hides In Plain Sight
The Case For Leveraged U.S. Treasury Bonds
David Herro: Finding Value In International Equity Markets
Value Briefs
Prescience Point Reiterates Strong Sell On Enphase Energy
Factor Exposure: Smart Beta ETFs vs Mutual Funds
Just under $22 trillion sits on the cumulative central bank balance sheet of the big Six
Value Briefs
Applied Materials Supplies 25%+ Upside?
Analysis: The Fuzzy Thinking In The Value Vs Growth Debate
As Ackman’s Performance Recovers, A Look Back At His Best Trades
Endgame Strategizing
Value Briefs
The Carry Factor And Global Risks
Berkshire Hathaway and Southwest Airlines: A Match Made In Heaven?
China Thoughts And The Circle Of Competence
Value Briefs
The Guy Who Manages Charlie Munger’s Money And Some China Stuff
Value Briefs
The Elephant In The Smart-Beta Room
Value Briefs
Warren Buffett’s Biggest Wins & Fails [INFOGRAPHIC]
Value Briefs
Chuck Akre’s 3 Legged Stool
4 Big Advantages Of Investing In Undervalued Dividend Growth Stocks: Here Are 12 To Consider

