WorldBeta's story links
Asset class returns after down months
Study that examines performance after the top ten worst months for each asset class, and resulting 1,3,6, and 12 month performance. (The 10 worst months happens about about 3% of the time, or once ever three years per asset class.)
Hedge Fund Masters
A simple strategy that tracks the top value hedge funds is handily outperforming the indexes this year.
Warren Buffet is a Colorado Rockies Fan
"Jordan's Furniture, the Warren Buffett-owned local chain famous for commercials featuring brothers Barry and Eliot Tatelman, earlier this year promised free furniture - including sofas, dining tables, beds, and mattresses - to customers who bought between March 7 and April 16, so long as the Sox win the fall classic.
Book Excerpt: Hedge Hunters
There are interviews with such luminaries as Steinhart, Pickens, Ainslie, and Robertson.
In this chapter from Bloomberg News hedge fund reporter Katherine Burton's new book, she profiles Craig Effron, a hedge fund veteran who keys his investments to political and economic events. One strategy: read the advice in stock-picking columns, then do the opposite.
Tracking the Holdings of Lee Ainslie of Maverick Capital
Maverick is more of a traditional hedged fund, investing only in equities and maintaining a balance of long and short positions. Maverick's investment team generates performance by understanding which stocks will be the best and worst performers in each sector and region, rather than by trying to time market movements.
Invest Like John Griffin - Blue Ridge Capital
Blue ridge Capital is managed by John Griffin, former right hand man of Julian Robertson as President of Tiger Management.
Following the Positions of the Top Value Hedge Funds
Following the great hedge funds such as Baupost, Greenlight, Tiger, and Okumus has led to high historical returns. A tracking portfolio of the top funds is up over 11% YTD.
Backtesting Buffett's Holdings Using SEC Form 13F
Following a simple update of Buffet's holdings would have resulted in strong outperformance, with no down years since 2000.

