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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.
Blue Tower Asset Management Q3 2023 Letter
Hazelton Capital Partners Q3 2023 Letter
This Former Odey Team Killed it at Lancaster in Q3 [Exclusive]
Auscap Asset Management October 2023: On The Road To Refocus On What Matters Most
Peterson Investment Fund I Q3 2023 Letter
Arquitos Capital Management Q3 2023 Letter
Logica Capital September 2023 Commentary
Ben Graham Doesn’t Get Enough Credit For His Work On Quantitative Value Investing
Aubrey Capital’s Emerging Market Investment Philosophy & Process
Rowan Street Capital Q3 2023 Letter
Starboard Value CEO Jeff Smith On Stake In News Corp
Leon Cooperman: We Will Have A Crisis In Public Sector Finance, And The Market Is Not Discounting A Crisis
Aswath Damodaran: Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!
Paul Tudor Jones: Really Challenging Time To Want To Be An Equity Investor In U.S. Stocks Right Now
Learning from Publix’s George W. Jenkins
Black Bear Value Fund Q3 Letter
McIntyre Partnerships On Sotera Health
Seth Klarman On Why You Need A Margin Of Safety

