Mutual Funds vs. Hedge Funds
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
This New Yorker article is the funniest (and most accurate) piece on publishing I've ever read.
Hedge Fund Alpha Titans
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?
Always nice to have some comps to compare to:
Alpha Magaznie Hedge Fund Compensation Tables
Investment Newsletter Directory
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
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
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...
Even Better Than the Real Thing – 700% this decade
One of the best real time examples of using AlphaClone is comparing a clone to the underlying manager this year (which is real time...