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.
Are TIPS Cheap?
Verdad Capital On The Great Private Equity Rip-Off
Learning From Warren Buffett And Charlie Munger’s Partnership
Is Value Investing Dead?
Mapping My Mind: Value Factor
Hindenburg Research Short Predictive Technology “A Fraud”
Bubble, Bubble, Toil And Trouble
Here’s Another Possible Way To Extract Value From PG&E’s Woes
Henry D. Wolfe: Why Are Private Equity Good Value Creators
The Value Of Value Stocks
Long GREK
How Value Investors Can Win With “Ugly Ducklings”
Investing Bottom-Up, While Thinking Top-Down
Charlie Munger: Great Investors Can Tune Out Standard Stupidities
Hindsight: The Most Valuable Investment Tool
Bill Nygren: Book Value No Longer Useful Valuation Metric
Muddy Waters Research’s short report on ANTA
How To Crash-Proof Your Portfolio Now

