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.
Mauboussin’s Five Principles Of Capital Allocation
Earnings Reports Seeing The Forest: Blackberry Ltd ‘Case Study’
Value Investing: A Few Long-Form Summer Reads And Videos
Carl Icahn Presentation On Activism
Ben Inker Still Finding Value In Europe, EM And Even The US
Jean-Marie Eveillard: Why Value Investing – Works In Today's Treacherous Landscape
Damodaran Explains Narrative Breaks, Shifts, And Changes
Lone Pine Shorts Tesco As U.K's Supermarkets Continue To Fall
The Tactics Of Deep Value Investing
Soaring Markets Mean Cash Is King For Longleaf Partners
Activist Short Sellers Generate 12.5 Percent Alpha
Mitarotonda Of Barington: Buy Troubled Firms At Half-Price And Fix Them
Seth Klarman: A Response to Lowenstein's Searching for Rational Investors In a Perfect Storm
Christopher Pavese: Why Hold Cash?
Wide-Moat Investing Presentation: CyrusOne Inc
Towson’s Advice For Forbes’ New Owners: Call Munger
[ARCHIVES] Michael Mauboussin: ROIC Patterns and Shareholder Returns
Value Investing: Can You Withstand The Pain?

