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.
Morgan Stanley Instructs Hedge Fund Managers: "Get Junk Out of Trunk"
Benjamin Graham: The War Economy and Stock Values
The Darlings of Active Managers: Most Crowded Trades
The Momentum Gap And Return Predictability
Trend-Following, Risk-Parity And The Influence Of Correlations
Banks' Credit Portfolio Choice And Risk-Based Capital Regulation
Hoisington Quarterly Review And Outlook – 3Q15 – What Will The Fed Do Next?
FPA U.S. Value Fund – Making A Case For The Pay-TV Industry With The Help Of Mark Twain
The (Real) Case Against Short-Selling – Why You Should Avoid Short-Selling Single Stocks
Short Altice Presentation From Sohn Conference Tel Aviv
Tilson: "I Haven't Covered My Lumber Liquidators Short – In Fact, I Added To It"
In Search Of Anomalies
What Are The Benefits Of Being A Small Investor? [Part 2/2]
Jeroen Bos: The Mindset Of A Deep Value Investor
TeliaSonera AB – Muddy Waters Open Letter To The Board
Industry Momentum: The Role Of Time-Varying Factor Exposures And Market Conditions
Macquarie Research Turns Quant Equity Research On Rugby
Amazon As A Value Play: Bill Miller

