Hedge Vision - Institutional Insights
Invest with the best on Wall Street and follow the smart money. Delivered to hundreds of subscribers every week, Hedge Vision seeks to simplify the obscure investment decisions made by hedge funds and institutional investors.
It’s crucial not to follow one fund religiously, as past returns don’t indicate future returns, and a public investor can’t be 100% certain of a hedge fund’s inner workings.
Instead, I keep track of the top performing funds in a 3, 5, and 10+ year range, as well as all hedge funds in aggregate, and observe which positions are picking up the most momentum in net buys/sells each quarter. My ideal hedge fund to keep track of has concentrated, high conviction positions, generally under 30.
Free Analysis on Top Funds
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Access to the top performing institutional investors
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About the Author
Hedge Vision seeks to analyze hedge fund holdings in order to find the highest quality companies with the best fundamentals and long-term opportunity. Tracking the holdings of top-performing hedge funds provides a vast array of knowledge that is known to few.
I have a bachelor’s degree in Finance and have worked as an analyst at a Fortune 100 company. I currently work as a writer at a financial media outlet.
A book that has heavily influenced my investing philosophy is Common Stocks and Uncommon Profits by Philip A. Fisher. Warren Buffett and his counterpart, Charlie Munger, both claim their investing styles have been influenced by Fisher.
I make sure to reference Fisher's 15 Points, a detailed qualitative checklist described in Fisher’s book, before making any investment decision.
Here are a few of my favorite points:
"Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?"
As a growth investor, I like to invest in companies with high sales growth each quarter. In my opinion, companies selling products/services that have a constant desire, like cloud services, e-commerce, and SaaS will likely perform well over the long term.
"Does the company have a short-range or long-range outlook in regard to profits?"
An investor should only be focused on the long term outlook of companies he/she invests in. Investing in unprofitable companies shouldn't be seen as taboo as long as revenue growth and profit margins trend up over the long run, and the path to profitability is clearly sustainable.
"Does the management talk freely to investors about its affairs when things are going well but "clam up" when troubles and disappointments occur?"
An ideal company is completely transparent about their operations and financials. No company is immune to bad news, and an honest management team should report all significant news to shareholders, rain or shine.
Please feel free to send me feedback or suggestions @HedgeVision on Twitter or by email at HedgeVisions@gmail.com
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Disclosure & Disclaimer
Hedge Vision is not investment advice. Any opinions and thoughts in Hedge Vision represent the author’s opinion only. Personal due diligence and adequate research should be done before taking any investment position.