While I use Hedge Fund Letters for my hedge commentary fix, I was wondering a little about where to go for the best free institutional research published online. I’m thinking in the vein of GMO, Hussman, PIMCO, Research Affiliates, etc. I’m going to start a list below, feel free to make some comments and I’ll add as they come in. Only requirement is the author(s) have to be institutional money managers:
First Quadrant (I really liked this currency paper)
O’Shaughnessy and here
Howard Marks (Oaktree)
