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.
Stick to the Mission – Howard Marks of Oaktree Capital Management
Gaining an Edge through Flexibility – Stephen Yacktman of Yacktman Asset Management
Matthew McLennan, First Eagle, On His Best Investment Idea – “Patience”
Price Is the Ultimate Gateway to Returns
The Risks And Rewards Of A Concentrated Stock Position – The steady drumbeat of creative destruction in the S&P 500
Mario Gabelli Explains How to Play the Decline in Oil [VIDEO]
Value Investing: Digging Manager Graveyards Since 1900
Dodge & Cox: The Pharmaceutical Industry Evolution
Marty Whitman On Value Investing Vs Venture Capital Funding
Oil Stocks: A Real-Time Case Study in Value Investing
Is Investor Attention for Sale? The Role of Advertising in Financial Markets
Peter Cundill – Part Two: When to Sell
Finance Mythbuster: Is Economic Growth Good for Investors?
Cliff Asness Defends Modern Portfolio Theory
Burgundy On Calculating Margins of Safety
Sector Strategies Offer More Diverse Returns Than Style Strategies: State Street
Whitney Tilson, John Heins: "The Art of Value Investing" Talks At @Google
John Rogers' Ariel Investments November Commentary

