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.
Conquering Misperceptions About Commodity Futures Investing
Jim Chanos: Today's Emerging Markets Not Quite Like '97; China Worse Than You Think
Buybacks & Dividends – A Trillion Dollar Offer: Aranca
Hedge Fund Favorite Short Positions, According To Goldman
Martin Whitman On "Wealth Creation Stocks"
Martin Whitman On “Wealth Creation Stocks”
Nomura Overweight On Industrials And Technology Sectors
A Dim Light Shines Out Of The Deep Value Investing Cave
Citi Considers "Old School" Hedge Options, Likes HY Swap
Passive Hedge Funds
Investors Are Overpaying for Bad PE Funds – A Note On Carried Interest In Private Equity
Walter Schloss: The Hippocratic Method In Security Analysis
John Rogers: "Knee-Jerk" Contrarianism
Martin Whitman: The Importance Of Buying Cheap, Or Well Below Fair Value
Barron's: Diversification Isn't Essential
Barron’s: Diversification Isn’t Essential
The High Cost Of Equal Weighting
Timeless Reading — Part Six: Value Versus Growth, The International Evidence

