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.
Jeremy Grantham: The Problem With Being Contrarian
Finding Reinvestment Moats
A Buy Climax is Coming…
Reopening Trade, Airlines At Ludicrous Speed, And Low T Birds
Warren Buffett And The Curious Case Of Tesco Shares
Arena Investors: Value Investing Has Changed For The Worst
Neutralizing Macro Risks
That Time Warren Buffett Nearly Became An Early-Stage Biotech Investor
Small, Cheap, Junk Rally
Why Flows Matter with Janus Henderson’s Aneet Chachra
Nick Train: Investing The Long Term Whiskey Cycle
First Eagle: Finding Balance In International Equity Markets
It’s Time to Buy Japanese Banks
Mohnish Pabrai Explains Why He Is Investing In Turkish Stocks
This Top Short Biased Hedge Fund Highlights Short Thesis For EV Battery Recycling
Michael van Biema And Allen Benello On Concentrated Investing
Bonsais and Investing
The Biggest Winners Are Undervalued

