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.
Marty Whitman's Differentiated Approach to Value
Jim Chanos Says Petrobras is a 'Scheme, Not a Stock' [FULL TRANSCRIPT]
Burgundy: Have You Planned for Market Corrections?
Jim Chanos: Petrobras Is a Scheme [FULL VIDEO]
Kerrisdale Short Thesis On Globalstar: The Opposing View
Short-Sellers: The Limits Of SIR In Measuring Sentiment
Goldman Sachs On The “Moneyball” of Stock Selection
John Maynard Keynes, King’s and Endowment Asset Management
Retirement Risk, Rising Equity Glidepaths, and Valuation-Based Asset Allocation
Charles de Lardemelle Of IVA Talks Scarce Value With Consuelo Mack
Ben Graham And The Financialization Of Value Investing
Mebane Faber: Income Investors Shouldn't Overlook Buybacks
Buffett's Early Investment Performance Was Driven By Activism
Buffett’s Early Investment Performance Was Driven By Activism
William Blair: 22 Answers To Your Questions On Alternative Investing
Long/Short Funds Tend to be more 'Marketing of Beta', not 'Alpha' Businesses – Jim Chanos
Bill Nygren On Oakmark's Value Plays: Whirlpool And More

