MIB: How to Trounce the Markets
Joel Greenblatt know the challenges of running portfolios intended to outperform their benchmarks as well as anyone. When he was...
Hiring and Firing Asset Managers
Source: GMO via Idea Farm Of all the things that investors do, the selection, hiring and firing of managers is...
Hedge Fund Expected Returns Are Fabricated Sales Tools
Hedge-Fund Mediocrity Is the Best Magic Trick Never have so many investors paid so much for such uninspiring returns. Bloomberg, February...
All-Time Hedge Fund Earners
I am fascinated by hedge funds for several reasons: first, I admire great talent, skill and expertise in whatever form it manifests...
Good News / Bad News for Hedge-Fund Investors
Hedge Funds Had a Good Year, Just Not Good Enough And yet an industry with high fees and ho-hum performance continues to thrive....
Interview: James Simons
James Harris Simons has been described as “the world’s smartest billionaire”, amassing a fortune through the clever use...
MiB: Ray Dalio of Bridgewater on Principles for Work & Life
This week I sat down with Ray Dalio of Bridgewater Associates. He is the founder, chairman, CIO and outgoing CEO of the...
Ray Dalio on The Fine Art of Failure
A Hedge Fund Giant Found Lots of Value in Failure The world’s biggest hedge fund springs from the wreckage of his monumental error....
Transcript: MiB interview with Ray Dalio
This week’s podcast with Ray Dalio has generated a lot of feedback. Enough of you requested the transcript that we...