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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.
Are there any investment opportunities in Europe?
Hugh Hendry Q3 Letter: Dramatic Fulcrum Point; Only Precedent Is 1930s
To All Billionaires, Millionaires, VCs, Private Equity Funds, and Great Investors: A $Trillions-Sales Business Plan
BoA: Signs That Disruption In Taxi Space May Have Come To End
Polaris Global Value Fund 3Q16 Investment Commentary
Interview with Curtis Jensen, former CIO of Third Ave. Management [Pt. 2]
Vilas Fund 3Q16 Investment Commentary: Big Short In Tesla
Fleetwood Corporation – The Numbers Tell The Story – Sandon
Is the Venture Capital Industry Dodgier than Banks?
62 Large IPOs Adopted practices that ISS identifies as either actually or potentially problematic
Longleaf Partners Fund 3Q16 Commentary – Big Gains On Chesapeake
Interview with Curtis Jensen, former CIO of Third Ave. Management [Pt. 1]
Jonathan Ruffer Letter: long–dated UK index–linked gilts Up 62% In 2016
Saving Rates In Greece Are Negative 17 Percent
Ray Dalio Wisdom – Thursday Reads
Sequoia Q3 Letter "A sincere thank you for sticking with us during a difficult time"
Interview with John Khabbaz of Phoenician Capital [Pt. 3]
DoubleLine Emerging Markets Fixed Income Fund – Let's Get Fiscal [Slides]
