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Portfolio
The Strategy of Investing
Latest Articles
Rob Arnott Says It’s Not Too Late to Buy Into the Value Turnaround
Jessica Hamlin
September 24, 2021
Hedge Funds Continue Their Move Into Credit, But There Are Signs of a Slow Down
Hannah Zhang
September 22, 2021
LPs Say Direct Investments Offer the Best Risk-Return Tradeoff
Jessica Hamlin
September 22, 2021
Bill Ackman’s Pershing Square Just Had a $1.6 Billion Payday
Michelle Celarier
September 21, 2021
Middle-Market PE Firms Successfully Weather the Pandemic Storm
Hannah Zhang
September 21, 2021
Why Investors Worried About Climate Change Should Load Up on Equities Now
Jessica Hamlin
September 21, 2021
How 13Fs Detract From Competition and Help Companies Win Activist Campaigns
Alicia McElhaney
September 20, 2021
Paul Singer’s Elliott Is a ‘Risk’ to Pension Funds, Union Report Argues
Michelle Celarier
September 20, 2021
Private Market Allocators Are No Longer Taking a ‘Wait-and-See’ Approach to ESG
Jessica Hamlin
September 20, 2021
How Did Investors End Up on the Other Side of This Trade?
Julie Segal
September 15, 2021
Hedge Fund Activist Jeff Ubben Asks SEC to Mandate Carbon Pricing Disclosures
Michelle Celarier
September 14, 2021
Why Institutional Adopters of Crypto Are Looking Beyond Bitcoin
Jessica Hamlin
September 14, 2021
Up-and-Coming Managers Don’t Always Outperform
Hannah Zhang
September 13, 2021
How PanAgora Is Quantifying ESG Investing
Hannah Zhang
September 8, 2021
Emerging Markets Face Mounting Pressure to Target ESG Goals
Grace Chung
September 3, 2021
GMO: Now Is the Time to Invest in Merger Arb
Hannah Zhang
September 1, 2021
Hedge Fund Performance Surged Through the Second Quarter, but Investors Are Nervous about the Economic Effect of the Delta Variant
Jessica Hamlin
August 31, 2021
Public Companies in Asia Make Strides in Sustainability and Governance, but Challenges Persist
Jessica Hamlin
August 31, 2021
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