IRS
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.
Dividend Income Investing – This Is What Really Works (Data Driven)
Marcato Capital Wants Changes At Buffalo Wild Wings – Slides
In Which Countries Trust Is Declining And Where It Is Increasing?
Brexit Not The Apocalypse: Analysts
Value Is Making A Comeback; Here Are Stocks That Fit Ben Graham's Criteria
Value Is Making A Comeback; Here Are Stocks That Fit Ben Graham’s Criteria
The Letter To Investors Starboard Value's Jeff Smith Did Not Write
The Letter To Investors Starboard Value’s Jeff Smith Did Not Write
Alliance Data Systems Corporation (ADS) – Citron Short Thesis
Third Point Reinsurance August 2016 Presentation
Roumell Asset Management 2Q16 Commentary
Murray Stahl: Blockchain Wallet, Bitcoin And NIRP
Morgan Creek 2Q16 Letter: The Value Of Value; Klarman on Philosophy
Charlotte Lane Capital 2Q16 Letter
Howard Marks August 2016 Memo: Political Reality
Dodge & Cox 2016 Equity Mid-Year Review [Transcript]
Paul Brodsky Views "Capitalism" In the Past Tense
Hedge Funds Continue To Shed Equity Positions In Q2

