This content is from: Premium What Drove Greenlight’s Stellar Performance in 2022 A look under the hood reveals that shorting wasn’t the only reason why David Einhorn enjoyed his best year for delivering alpha. By Stephen Taub January 25, 2023
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This content is from: Portfolio REITs Can Hedge Inflation — But Not During a Market Crisis Allocators need a long-term time horizon if they want listed real estate to be an effective inflation hedge. By Alicia McElhaney February 21, 2023
This content is from: Portfolio Jeremy Grantham Warns of an ‘Unexpectedly Dire’ Final Phase of the Downturn Longer term, GMO’s Grantham argues that the declining population, raw material shortages, and climate change are the biggest challenges for investors. By Hannah Zhang January 24, 2023
This content is from: Premium Greenlight Ekes Out a Small Gain in February The value-driven firm was boosted by several of its largest long bets and a big new position. By Stephen Taub March 01, 2023
This content is from: Portfolio How a Small Manager Won a Huge Pension Last October GPIF hired value manager Applied Finance just as the style was coming back. By Grace Chung February 03, 2023
