Mutual Funds vs. Hedge Funds

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I have written a ton of posts on why hedge funds attract the best talent in the investing field (namely, compensation).  Let's look at...

To My Writer Friends

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This New Yorker article is the funniest (and most accurate) piece on publishing I've ever read.

Hedge Fund Alpha Titans

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Interesting website someone emailed me the other day - Alpha Titans. Looks like a FOF marketed to financial professionals (and individuals too?).  Fee structure...

Worried About That Holiday Bonus?

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Always nice to have some comps to compare to: Alpha Magaznie Hedge Fund Compensation Tables

Investment Newsletter Directory

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I think most all newsletters are wealth destroying (and they charge you for the privilege!!), but there are certainly some good ones out there. ...

Performance Updates

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I started a separate mailing list for performance updates for our separate accounts and private funds.  If you want monthly updates, you can edit...

James Montier’s Reading List

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I thought I would link to Montier's Reading List.  While he doesn't mention Ivy Portfolio in his list of books that helped during the...

Oh Boy

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Take my strategy, rename it Pro-Elite, charge $60 for it, and mention it has near zero downside risk!!! http://grinpress.com/

Traveling

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San Francisco, Thursday December 10th - Monday December 14th Drop me a line if you're around... (PS All on Virgin America for <$100 round trip!)

Even Better Than the Real Thing – 700% this decade

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One of the best real time examples of using AlphaClone is comparing a clone to the underlying manager this year (which is real time...