Investment Strategies
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.
Tactical Mean-Reversion
Value Briefs
Mohnish Pabrai: “We Can Do Really Well In The Business Even If We Don’t Understand 98% Of The Markets And The Companies In Them”
Martin Whitman Part IX — The Decline Of Third Avenue
Ignore These Lies About Investing Abroad
Value Briefs
Market Timing With Multiples, Momentum & Volatility
Best Of May Old School Value Nugget Fest
Where To Find Better Returns For Less Risk – Small Caps FTW
One Position Sizing Strategy For Long Term Success
Sharpening The Arithmetic Of Active Management
Value Briefs
Thoughts On Value Investing
How To Get Rich, Young Billionaires, And A Marijuana Trade
Factor Investing Wins In Emerging Markets
Value Briefs
The Inconsistent Performance Of Value And Size Factors In The Chinese A-Share Market
Similar To Uber, eBay Network Effects Offer Big Upside
Credit Fund With 3.7 Sharpe Loads Up on Short Term Bonds As It Gears For A Crash
A QT Edge Plus A Sugar Squeeze
FAANG Bubble Statistics
Value Briefs
Successful Danger Zone Pick Continues To Outperform

