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.
Wes Gray: The Investor’s Monkey Brain
Tweedy Browne: This Is An Excellent Time To Be ‘Mining For Value’
Joel Tillinghast: How To Hold A Stock For 20+ Years
Mohnish Pabrai: Micro Will Always Trump Macro
Mohnish Pabrai: If Investors Need To Use Excel “There’s A Problem”
Rob Arnott: Value Is Now Ahead Of Growth Decade-To-Date
Feasible Defeasance
Trend-Following Hedge Funds Book 20%+ Returns On Market Volatility
Unstable Value Funds (VII)
Fund Managers Find Alpha in ‘Artificially Low’ ESG Scores
Guy Spier And Mohnish Pabrai On What Makes A Great Investor
Mohnish Pabrai On Uber Cannibals And Henry Singleton
Are Housing Prices About To Drop? A Value Investor’s Take
Short-Seller Spruce Point Highlights Its Latest Canadian Consumer Short: Saputo
See’s Candies Vs. Berkshire Hathaway
Mohnish Pabrai: Most Business Moats Are Created Accidentally
Predictable – OWTW
Warren Buffett: Wonderful Industries Do Not Always Equate To Wonderful Businesses

