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.
Top-Performing Growth Fund Alkeon’s Favorite Tech Holdings
Retractable Technologies At A Breaking Point: Exclusive short Thesis From Bleecker Street
Top Investor Details Short thesis for WELL Health Technologies
Quality Brand Mittelstand
Factor Timing: Keep It Simple
This quant still favors growth, argues that the value rotation won’t stick
Jim O’Shaughnessy: The Best Way For Investors To Control Their Psychology And Emotions
Lose Less
Li Lu In New Interview: China Is Full Of Opportunities For “Patient Investors” Who “Know The Value Of Businesses”
Trading “Project Zimbabwe…”
Undervalued Quality Resurgence
Peter Cundill’s Investment Advice To Warren Buffett
Original Value vs Expected Mean Reversion
Different Kind of Value Investing with Barrow Hanley’s Mark Giambrone
Elliott & Appaloosa Formidable In Distressed Debt
Lars Kroijer On… Dividend Stocks, Emerging And Small Cap Trackers, And Cash
Li Lu: The Right Temperament
Li Lu On Why It’s Better To Be A Generalist Investor [New Interview]

