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.
Portfolio Construction and Tail Risk
Five Good Questions: Mebane Faber – Global Value
Charles Brandes – Independent Value Investing: Reflections on an Enduring Strategy
If You're So Smart: The Currency Trading Record of John Maynard Keynes
Dr. Henry Singleton — Part One: The Master Of Capital Allocation
A Look At Hedge Fund Internet Software Crowding
Funds With High Expense Ratios Have The Worst Returns
The Outsiders: Eight Unconventional CEOs
Be Careful Of This Time Tested And Popular Value Ratio
62-Bagger and Counting: An E-commerce Business That Actually Makes MONEY But Almost Didn't
Whitney Tilson Says Bitcoin Heading Towards Zero
Investing in Australia Case Study: Vealls
Gundlach Follows Gross Into The Quantitative Derivatives Club With New Product
Tocqueville's Sicart: The Unintended Consequences of "Sophisticated" Performance Measurement
Value Investing: Have You Been Using The Wrong Quality Ratio?
Robotti’s Isaac Schwartz Has A Tenth Of Its Portfolio In Kazakhstan
How to Identify Top Hedge Fund Managers Using Public Ownership Data
"Blackrock" Report Addresses Left Tail Risk Concerns

