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.
Jeffrey Gundlach “This Time It’s Different” [SLIDES]
Mohnish Pabrai on Bank of America, Citi, Google, and Hyundai
India: Of Castles and Moats
A Simple Quality Ratio To Improve Investment Returns?
Letters From The Graham – Newman Partnership
Francois Dotta: Trade Finance Generates Consistent And Uncorrelated Returns With Low Volatility
Where are the Focused Active Managers? A Quick Look
Going For The Gold: Inflation And Commodities
Gabelli Recommends Index Funds For Retail Investors
Seth Klarman – Part ten: Portfolio Management
How Dividend Yield Juicing Hurts Retail Investors
Evidence That Short Pressure Affects Management Forecasts
Avoid the Experts: A Lesson in CFO Overconfidence
Elliott Making Big Profits From Espirito Santo Troubles
Inflation-Adjusted Return Of Deep Value Stocks Versus Gold
Value Investors Know The Dangers Of Reacting To Short-term Volatility
Five Good Questions: Tobias Carlisle – Deep Value
A Modification To The Flexible Asset Allocation Model

