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.
New Shiller White Paper – S&P 500 Sectors & CAPE :1872-2013
Patient Shorts In Alcatel Lucent, Aixtron Reaping The Benefits
The Opportunity in Emerging Markets – LPL FINANCIAL
Rob Arnott: Smart Beta Relies On The Dumb
Value Investing Outperformed Growth Over Past 35 Years: Goldman
Bruce Berkowitz – Profile And Interview With Institutional Investor
Wide Moats Defined By Top Value Investors
Contrarian Investing Lesson From Steve Jobs: Think Differently
Global Market Valuations based on EBIT/TEV
Prescience Point Strong Sell On Chicago Bridge & Iron (CBI)
13D Filings: Alpha From Active Insights [ANALYSIS]
Kerrsidale Capital: Five Below Inc (FIVE) Short Case Part II
Goodwill Write-Downs Can Boost Stock Prices If Handled Well
Lemelson: Ligand Pharmaceuticals (LGND) – 'No Intrinsic Value'
Bruce Greenwald 2010 Lectures on Value Investing [VIDEO]
Goldman Tweaks Sharpe Ratio To Project Future
Value Investing Case Study #1 Video Answer 4:03 Long

