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.
Charles Ellis On Index Revolution
TABB: When Investing With Volatility Products, Watch Roll Costs, Asset Depreciation
AECOM (ACM) Short Thesis: 33%-45% Downside – Spruce Point Capital
Value Proposition – Stock Buybacks Do Not Create Value
Real Volatility Managers Seldom Make The HSBC Top 20 List
Cyberdyne Is Best Short Today: Citron Research
Special Situations Ideas Forum – Robert Robotti
In Defense Of Short-Selling – And The SFC – In Hong Kong
Charlie Munger on Investing, Wall Street and Berkshire Hathaway
Crash-tested Investment Strategies That Beat The Market
Howard Marks on concentrated investments, Position Sizing, ZIRP
Want Buffett's Returns? Here's How To Get Them
FPA Capital Fund 2Q16 Webcast [Audio, Transcript And Slides]
Meb Faber: Why 'Shareholder Yield' Beats 'Dividend Yield'
Aristides Capital – Short Harry Potter / Long Southern Bankers
Risk Parity Deleveraging “Worth Monitoring” Across Markets: BAML
Sir Michael Hintze: The Risks And Opportunities In Markets In 2016 And Beyond
Like Christopher Columbus, Macquarie "Discovers" Herding

