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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.
U.S. Investors Rewarded For Diversification in 2016
Mittleman Investment Management 2016 Annual Commentary
FPA Capital Fund 4Q16 Commentary
Global Return Asset Management 2016 Year In Review
Muhlenkamp January 2017 Letter
Allianz Investment Management January 2017 Commentary
Tweedy Browne " one would have to concoct a set of “alternative facts” to conclude that there are a lot of bargains
Jeremy Grantham: Resistance To Wall Street Has Been "Wimpy"
Nitorum Capital Streak Of Seven Consecutive Quarters Of Alpha Comes To End In Q4
BoAML: Likely Watershed Tax Reform Will Have Winners As Well As Losers
Despite Oil Volatility, Brenham Capital Up Double Digits For 5th Consecutive Year
Italy Needs To Adopt A Radical Approach To Reduce Debt
Boyles Fund 4Q16 Letter To Partners – Things that Don’t Make Sense
Boyles Fund 4Q16 Letter To Partners – Things that Don’t Make Sense
Activist Insight – Elliott Management And Starboard Value Top The List
Oil Patch Bankruptcy Total Rises To $110 Billion
Riposte Capital Shorts Hit By Trump Rally; Details Bullish New York REIT Thesis
Fairholme 2016 Letter On Fannie And Freddie “Economic Castles Protected By Unbreachable Moats”
