Great Underappreciated Capital Allocators

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Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Leading value investors use The Manual of Ideas in their idea generation processes. The Manual of Ideas sets a new standard by delivering timely, differentiated value investing ideas in a clear, concise manner. The Manual of Ideas is authored by equity research professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under luminaries such as Yale CIO David Swensen and Economics Nobel Laureate James Tobin.

This Hedge Fund Believes The New Real Estate Cycle Is “Well Underway”

REITChilton Capital's REIT Composite was up 6.1% last month, compared to the MSCI U.S. REIT Index, which gained 4.4%. Year to date, Chilton is up 6.3% net and 6.5% gross, compared to the index's 8.8% return. The firm met virtually with almost 40 real estate investment trusts last month and released the highlights of those Read More


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