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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.
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Arquitos Capital Management 3Q19 Investors Letter
The People’s Republic Of China: 70 Years Of Economic History
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Emerging Value Capital Management 3Q19 Investment Letter
Raoul Pal: Interpreting Macroeconomic Trends
Michael Mauboussin – Big Decisions, Luck, Skill, Complexity And Success In Investing
Tollymore Investment Partners 3Q19 Commentary: Profiting from lazy journalism
Howard Marks October 2019 Memo: Mysterious
G&D Fall 2019 Issue: Interview With Mohnish Pabrai
Investors Are Zoning Out On Opportunity Zone Funds
RGA Investment Advisors 3Q19 Investment Commentary – Kambi

