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.
Enterprise Multiples and Equity Country Allocations
Forbidden Knowledge: Long-Only Academic Factors are Also Cool
Gold has outperformed the stock market over the last year
Follow The Insiders: Why It Pays To Watch Insider Activity
Summit Street Capital Pitches This Midcap at the 2019 Value Invest New York Conference
Inflation Is Coming…
Unit Economics – A Modern Value Approach
The Bull Case For Oil
Worried About Record Stock Prices? Invest In IPOs
Oh, How Times Have Changed: Ben Graham’s 10 Criteria For Valuing Stocks
Top Performing REIT Hedge Fund On Six Popular Misconceptions
Plausible Performance: Have Smart Beta Return Claims Jumped the Shark?
Jennifer Wallace: It Ain’t What You Don’t Know That Gets You Into Trouble
Joel Greenblatt: The Evolution of Value Investing
Richard L. Chilton Jr.: A Private Equity Approach to Investing in High-Quality Stocks
Why Warren Buffett Is The G.O.A.T, And Berkshire’s Secret Sauce
The Myth of Overdiversification
Jeff Bezos: Investors Should Focus On Free Cash Flow, Not Earnings

