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.
In Search Of The Next Big Elephant – Elements Of Great Serial Acquirer
Low Vol Stocks Heading For A Crash As Inflation Picks Up?
Will Heard, Arthur Kaz – Best Ideas; Leah Zell Short: Woolworths
Dollar Strength, Renminbi Weakness, The End For QE – Fasanara Capital
Morgan Stanley: Get Used To Low Returns And Buy Bonds
Albert Edwards: “This is nuts!” (In A Good Way)
Sui Generis October 2016 Commentary – Shorts In Oil
Jim Chanos: Short Tesla, Valeant Is Un-Economic To Shareholders
Michael Covel: "We Can't Make A Prediction Worth A Damn"
Water – A Compelling Investment Story [Slides]
The Best Way To Invest In Water? Interview With Thomas Schumann Founder Of Water Security Fund
Engle Capital Short On MSG Networks Inc (MSGN) Hurts Portfolio
How Bill Nygren Is Beating 95% Of His Peers This Year
Rob Arnott – Timing Smart Beta – Presentation And Q&A
Sarah Ketterer: International Value

