Tag Archives: hedge funds

Want to Know How a Hedge Fund Manager Picks a Stock to Short?

In a recent article, I posted an investment banking pitchbook to give you a sense of what these bad boys actually look like.  If you were thoroughly under-impressed by the contents of the pitchbook, I wouldn’t blame you.  Pitchbooks are often more about marketing that substantive analysis.

Yesterday’s annual Value Investing Congress provided us with an opportunity to contrast how analysis is conducted at investment banks and how it is conducted by hedge funds.   Continue reading