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.
Marathon Asset Management 2011 Note: Commodity Supercycle Woes
Goldman's "Pie Shift" Companies Are More Reliable Than Peers; “Confronting the Scarcity of Growth"
Goldman’s “Pie Shift” Companies Are More Reliable Than Peers; “Confronting the Scarcity of Growth”
Risk Hedges Made BTG Pactual Macro Fund Happy In January Despite Loss
First Eagle – Market Narrowing: A Cue For Active Management
Wally Weitz Reveals Early Valeant Pharmaceuticals Intl Inc (VRX) Red Flag
Seth Klarman: Margin Of Safety – The Lending & Ownership Option
The Road Less Traveled: Special Situations Investing [Slides]
Marathon Asset Management: Understanding Capital Cycle – Bjorn Wahlroos' Case
Bloomberg Top Hedge Fund Performance List Doesn't Include Much Long Only Exposure
Bloomberg Top Hedge Fund Performance List Doesn’t Include Much Long Only Exposure
A Wave Of Equity For Debt Restructurings And Common Stock Offerings Are Coming
Emotional Management And The Value Investor – Weekend Meditations
El Nino / La Nina Strength – Agriculture, An Alternative Asset Worth Harvesting
Beat An Index Fund: 10 Ways You Can Outperform The Market
Dividend Income Accounts For 60% Of Equity Returns
Predicting Stock Market Returns Using The Shiller CAPE
Who's Afraid Of Recession?
