Many people are familiar with John Maynard Keynes – the famous economist for his contributions to economics.
Q1 hedge fund letters, conference, scoops etc
What is little known is that Keynes... Read More
David Winters' 2013 Letter to Wintergreen Fund Shareholders
Dear Fellow Wintergreen Fund (Trades, Portfolio) Shareholder,
2013 seemed to be the year when the quality, valuations, and risks of businesses ceased to... Read More
Bill Nygren, Oakmark Fund portfolio manager, explains why his long-term stock plays focus on the financial sector.
our next guest has made his living investing for the long term. joining... Read More
What Matters in Corporate Governance? by SSRN
Lucian A. Bebchuk
Harvard Law School; National Bureau of Economic Research (NBER); Centre for Economic Policy Research (CEPR) and European Corporate Governance Institute... Read More
Hugh Hendry's Eclectica Asset Management cheat sheet for the year 2016.
Eclectica Asset Management remains cautiously constructive: Our 2016 cheat sheet
Equities represent just over half of our risk allocation. We... Read More