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.
Li Lu’s Big Non Short
Value Briefs
Value Rotation Was the Last Thing Big Funds Thought Would Happen
Value Briefs
The Great Tail Risk Debate
Mohnish Pabrai: Investors Do Not Need To Be A “Jack-Of-All-Trades”
How Do You Select a Long/Short Equity Hedge Fund Manager?
Rick Guerin’s Rise, Fall And Rise As An Investor
Revisiting Seth Klarman’s Most Important Lessons From 2008
Mohnish Pabrai On The Importance Of Learning From Mistakes
When A 4000% Hedge Fund Return Is A Mirage
Value Briefs
Gruesome Stocks
Options Trading For Value Investors
Value Briefs
If Buffett has such a long time horizon, he missed some opportunities
Mohnish Pabrai Sold His Insurance Business “Almost As Soon As The Ink Was Dry”
Mohnish Pabrai: Be A Harsh Grader Of People
Value Briefs
Genomic Stocks Are in the First Inning of a Multi-Year Megatrend
Mohnish Pabrai: How To Define Your Circle of Competence
Quantitative and Fundamental Investing With Andrew Sandoe
Value Briefs
Winning by Not Losing: Understanding the Long-Term Outperformance of the First Eagle Overseas Fund
Value Briefs

