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.
Mental Models and Value Investing
Seth Klarman: Stay Disciplined In Bull Markets
Value Briefs
Buying At The Right Time: The Payoff
Value Briefs
Factor Olympics 1H 2018
Value Briefs
Hostess Brands Offers Sweet 20% Upside
George Soros: How Investors Can Stay Ahead Of The Game
Value Briefs
Financial Constraints Generate a 6.5% 5-Factor Fama-French Alpha?
Value Briefs
Dollar Strength, Trade Wars And The Macro Ops Collective
Value Briefs
Elements of every major securities fraud over the past century?
Value Briefs
Tobias Carlisle: Thinking Like An Acquirer (Podcast)
Value Briefs
Expensive Valuations & Late Cycle Indicators
Spruce Issues Strong Sell Opinion On Momo, Inc (MOMO), Sees 30% – 50% Downside Risk
Value Briefs
How One Hedge Fund’s Operational Approach Spawns Turnarounds
Value Briefs
Watch The Treasury-Bill / 10 Year Treasury Rate Spread…
The Painful Decision To Hold Cash
Value Briefs
Steven Romick Celebrates 25 Years
Value Briefs
Culture, Enculturation And The Cult Of Home Depot
Value Briefs
Institutional Asset Owners Becoming More Intentional About ESG Investing
Value Briefs

