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.
Barron’s: Diversification Isn’t Essential
The High Cost Of Equal Weighting
Timeless Reading — Part Six: Value Versus Growth, The International Evidence
Private Equity Buyout Fund: Does Size Really Matter?
Heard On The Green: Sociability, Golf Courses, And The Performance Of Institutional Investors
Whitney Tilson: Jefferies FINALLY Downgrades Unilife…Guess Why?
Stephen Yacktman: The Benefits Of Expanding Your Investment Horizon
The Activist Revolution
Jesse Livermore: The Bear Of Wall Street
SMN Investment Services: Isn't The Discretionary Trader The Real "Black Box"?
The Market Impact Of Passive Trading
Chris Davis: Compounding Interest; Francois Rochon: Crème de la Crème
Steve Romnick: Investing In Big Tech, Russia; Avoiding Energy
Timeless Reading — Part Five: Financial Academics On Value
Leveraged Small Value Equities
SocGen: Expensive Stocks With Poor Earnings Quality August Update (Shorts)
A Fresh Look At The Thought Of Charlie Munger
PIMCO: Commodities Remain a Valuable Portfolio Allocation

