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.
White Diamond Research to present new actionable short idea
Short thesis for Patterson Companies from Bucephalus
Endogenous Versus Exogenous Rates Of Return
GlassHouse Research’s Take-down Of Cubic Corporation
Value Briefs
Time In The Market Beats Timing The Market
SHLL We Unwind This One…???
Bruce Greenwald – “We Didn’t Get Growth Right!”
Guaranteed Returns in a Low-Yield Environment
What the Growth of ESG Investing Means for Advisors
How To 20x Your Money Without Upping Your Risk
Advantage Alpha Capital: On How Hedge Funds Can Generate Alpha Again
Peter Lynch: Buy What You Know, Don’t Copy Other Investors
CalSTRS deputy CIO talks tech stocks and ecommerce
Morgan Stanley’s Sheets Goes All-In on V-Shaped Recovery Trades
French Cashflows
This top fund manager worries a financial transaction tax would destroy the quant business model
Volatility Trading in the COVID-19 Era: Shaken not Stirred
Frontaura Capital: Short Egyptian Pound

