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.
Finding Fortune: How Do Institutional Investors Pick Asset Managers?
4 Things Billionaire Investors Have In Common – Part 2: Asymmetric Risk/Reward
The Value Firm Explained [Slides]
Warren Buffett On Owner's Earnings – Analyzing Capital Expenditures
CRE & REITs – U.S. Real Estate: A Storm Is Brewing – PIMCO
Risk Factors Of Non-Listed Real Estate Fund Returns
CEO Home Bias And Corporate Acquisitions
Seth Klarman on Value investing, Investment Strategies and Advice for Success
Gregg Fisher: Multi-Factor Investing
Ernest Jaffarian: Why Every Institutional Portfolio Needs Exposure To Managed Futures
Sigma – What Is A Good And A Bad Way To Invest In Hedge Funds
The Taming Of The Skewness
Another Dark Side Of IRR – Excessive Leverage, Increased Default Risk And Wealth Destruction
Hedge Funds: Courageous Performance Fees “Rule”…Risk-Less Management Fees “Flounder”
Arnott: There's Some 'Silliness' in Smart-Beta Land
Russell Clark: THE WEAK FUNDAMENTALS OF STERLING – REGARDLESS OF THE REFERENDUM
De Vaulx: 'As a Value Investor, We Remain Disciplined'
Value Interview: Narrow Road Capital [Pt. 2]

