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: OIL PEAK (February 2012)
The Case For US Treasuries
David Nadel: International Small Cap Value
Robert Leitz – Why Euler Hermes Is A Good Business
FPA U.S. Value Fund 4Q15 Webcast [Audio, Transcript And Slides]
George Soros And 1987: When Your Longs & Shorts BOTH Go Against You
The Case For Sticking With Value Stocks
Baker Street Capital Investor Presentation – Value Investing Works [Slides]
John Rogers: Doubling Down On Industrials
Capital Returns: Investing Through The Capital Cycle – Book Review
Matthews Asia: Finding Growth In Asia
How Can "Smart Beta" Go Horribly Wrong?
Algorithmic Hedge Funds Dominate HSBC Performance List
Carson Block On His Short Bet Against Sino Forest – Full Transcript
[Archives] Marathon Asset Management – Quality Control: Capital Cycle Analysis
Value Stocks Trade At A 55% Discount To Expensive Stocks Based On P/B
How to Find Killer Value Stocks Amongst the Carnage
The Perfect Short Part II: Why The S&P ($1,926) Is Going To $1,110 (-43%)

