Investment Fund Deep Dives

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You can access the articles à la carte. The deep dives are NOT paid for by the firms.

Hedge Funds

• 2024 Sohn Conference Summary ($)

• How to Build Moats in a Hedge Fund Business? ($)

• Why Do Hedge Funds Fail? ($)

• Abrams Capital ($)

• Cantillon Capital Management ($)

• Coatue Management ($)

• Coatue’s Wisdom on TMT Investing ($)

• Davidson Kempner Capital Management ($)

• Eminence Capital ($)

• Glenview Capital ($)

• Lone Pine Capital ($)

• Multi-managers 101 ($)

• Maverick Capital

• ValueAct ($)

• Soroban Capital ($)

• Third Point ($)

• Whale Rock ($)

• Baupost Group

Mutual Funds

• Artisan International Value ($)

• Diamond Hill Capital Management ($)

• Polen Focused Growth ($)

• Wide-Moat Investing with Pat Dorsey

• Todd Combs of Berkshire Hathaway