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.
Goldman Sachs Prime: Systematic Long/Shorts Finished February Negative; Healthcare and TMT Were the Worst Performers
Invest Like a Legend: Exploring the Stanley Druckenmiller Portfolio
Value Briefs
How Hedge Funds Can Leverage the Power of Social Media Sentiment
End of February Sees a Mix of Quantitative and Long/Short Hedge Funds Leading the Pack [HSBC Report]
Springtime For Small Caps – Emerald Advisers
Special Situations Update: Long FTAI Aviation (FTAI) – Crossroads Capital
What Valuation Signals Reveal About Market Styles – Morningstar
KNOT Offshore Partners: A Deep Value Opportunity with Dividend Recovery Potential
Value Partners on Why China Dividend Stocks Are a Top Play Now
Index Mania: On Top of the World
Michael Burry Portfolio: Investments and Insights
Despite Tepid 2024, This Top Smid-Cap Value Fund Has 16% Annual Returns Since 2008
Red Cat Holdings Inc (RCAT) Flying Blind – Kerrisdale Capital
Why Point72 Alum David Rosen’s Top Performing Rubric Capital Likes Value Traps
Value Briefs
Focused Compounding’s Favorite Stock Revisited: 3X Return In 5 Years For Vertu Motors
2035: An Allocator Looks Back Over the Last 10 Years [Cliff Asness]
Carvana: A Father-Son Accounting Grift For The Ages – Hindenburg
Value Briefs
SVN Capital Heico Corp Investment Thesis Revisited

