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.
Alpha Or Beta In The Eye Of The Beholder: What Drives Hedge Fund Flows
Speed Of Information Diffusion Within Fund Families
The Value Hunter Seth Klarman Searches For Bargains — Barron's 1991 [Part Two]
The Value Hunter Seth Klarman Searches For Bargains — Barron’s 1991 [Part Two]
The Graham & Dodd P/E Matrix
Jim Grant On The Short Thesis For Quest Diagnostics Inc (DGX)
Active Managers Are Skilled
Juan Matienzo: Why Most Investors Dislike Net Nets (And Why You Shouldn't)
Sanjay Bakshi: Some Thoughts On Roller Coaster Investing
Pzena Investment Management 2Q15 Commentary: What is active versus passive investing?
Robert Shiller: Maybe Buffett’s past investing style can be captured in a trading algo
Max Heine “Getting A Dollar For 50 Cents” – 1982 Barron’s Interview
Warren Buffett's Capital Structure And Alpha; Greenlight Re
Robert Doll: Big Business
Angels And Venture Capitalists: Substitutes Or Complements?
Fireside Markets Episode 09: Quantitative Value With Wesley Gray
Municipal Tobacco Bonds: Seeking Value In The Ashes – PIMCO Viewpoint
Investing: Probabilities Rather Than Certainties

