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.
DoubleLine Low Duration Bond Fund Rising Rates
John Huber – The Most Important Moat [Slides]
Global Investment Themes For Specialty Assets
Warren Buffett: Western Insurance, The Other Security I Like Best
Today’s Only Cheap Asset: Insurance
How Ecosystems Can Defend Against Technological Disruption
Ron Baron: Tesla Is A 20-30X Stock In 15 Years
Alexander Roepers – Look For Companies With Predictable, Sustainable Franchises That Have Hit A Speed Bump
Seth Klarman On Mr. Market And The Market Environment
Fundamental Rules of Commodity Investing Underappreciated?
Spruce Point "Strong Sell" Opinion On Gentex, Sees 40% – 80% Near Term Downside
Lei Zhang: Better Than Warren Buffett?
Your Absolute Best Investment Strategy – So Far In 2017 (Not What You'd Expect)
Goldman: Assume Low Volatility Lasts For At Least One Year
Ted Seides With Thomas Russo – Buy And Hold…And Then What
Technology Stocks Bring Out The Volatility In Low Vol Funds
Is Crispin Odey's Golden Cross Momentum Signal About To Be Hit?
Is Crispin Odey’s Golden Cross Momentum Signal About To Be Hit?

