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.
Why Out of Favor Companies Can Be Good Investments
Longleaf On The Benefits of Periodic Cash in Equity Portfolios
Charlie Munger's Favorite Human Misjudgment
Marc Lasry On His Best Investment Ever: Ford Bank Debt
Mohnish Pabrai, Guy Spier Talk Value Investing
The Trade-Offs Inherent in Wide-Moat Investing
"Valuation – It's All Relative" – DoubleLine CAPE Slides
Bill Miller Still Ultra-Bullish; Likes AMZN, AAPL
UBS Notes CTAs, Quant Macro Outperforms While USD Trade Fails
Block: NQ Mobile Inc (NQ) 'Substantial Fraud' [TRANSCRIPT]
Spruce Point Issue Strong Sell On iRobot Corporation (IRBT)
From 2003: Jim Chanos Testimony on Hedge Fund Strategies
Weak Balance Sheets Lead The Market
Dividends Vs. Buybacks Winners And Losers: Michael Mauboussin
Chuck Akre On His Rules To Live By; Finding Compounding Machines
Gene Fox on the Three Key Criteria for Evaluating Management

