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.
Charles Mizrahi On Early Years And Hidden Values Alert
Elm Ridge Capital Management – Oil Market – Price, not economic growth, has a greater impact on trend demand [SLIDES]
The Real Effects Of Share Repurchases
Warren Buffett: Why he likes down days
Carol Loomis, Warren Buffett And Coastal States Gas
Tocqueville Fund's Robert Kleinschmidt: Commodities At Turning Point
Kolanovic: Don't Ignore My Market Warning, Stocks Not Done To Downside, Mean Reversion Opportunity Coming
A Robust Reference-Dependent Model For Speculative Bubbles
A macroeconomic perspective on value investment: What can the Transaction Based Model teach value investors?
How Growth Skews The Unit Cost Of Natural Gas Producers – Raphael Moreau
Infographic: Long Competitive Advantages (Economic Moats)
The Genesis Of A Value Investment Firm – Chan Lee And Albert Yong
Do Defensive Sectors Outperform In Down Markets?
My Path As A Deep Value Investor – Jeroen Bos
What's A Bond Investor To Do?
Cliff Asness: Fama On Momentum Investing
Masakazu Takeda: Value Investing In Japan

