CA
Co-founder and Managing Principal of AQR Capital Management. Bridges academic finance and applied investing — the AQR Perspectives blog mixe…
Investors
The curated catalog DailySharpe tracks. Follow any investor to get their next filing, letter, or podcast clip in your daily brief.
Co-Chair of Oaktree Capital Management. His memos — published irregularly since 1990 — have shaped how a generation of investors thinks abou…
JG
Co-founder of GMO and its long-term investment strategist. Writes the firm's quarterly letter — a wide-angle survey of asset-class valuation…
MP
Founder of Pabrai Investment Funds in the US and Pabrai Wagons in India. Practitioner of the Buffett-Munger school applied at small-fund sca…
PC
Flagship fund of PPFAS Mutual Fund, founded on Parag Parikh's value-investing ethos and now managed by Rajeev Thakkar's team. Combines India…
AP
India
Founder of Amansa Capital; long-only Indian equities managed from Singapore; Business Standard columns are the primary public commentary sur…
Bridgewater Associates; macro and risk-parity strategies founded by Ray Dalio; Daily Observations research letter is paid-only, public-facin…
Fairfax Financial Holdings; Prem Watsa's insurance-and-value-investing platform; annual letter walks through both underwriting performance a…
HC
India
Helios Capital Management; long-short Indian and global equities founded by Samir Arora; founder's active X commentary is the primary public…
HH
GLOBAL
Founder of Eclectica Asset Management (closed 2017); macro contrarian; current commentary surfaces through 'The Acid Capitalist' podcast and…
LL
US
Founder of Himalaya Capital Management; value investing across US and Asian equities; Charlie Munger's investment manager; sparse public tal…
Lone Pine Capital; growth-oriented long-short founded by Stephen Mandel; commentary surfaces primarily through 13F position changes.
MH
Founder of Southeastern Asset Management; Longleaf Partners value funds; quarterly commentaries across US, International, and Global strateg…
PC
Polen Capital; quality-growth equity manager; quarterly commentaries across US Focus Growth, Global Growth, and International Growth strateg…
GLOBAL
Founder of Bridgewater Associates; macro investor; public commentary lives in books ('Principles', 'Changing World Order'), LinkedIn posts,…
RN
GLOBAL
Founder of the Practical History of Financial Markets course; macro and financial-history commentary; the 'Solid Ground' research letter is…
SS
India
Co-founder of First Global; emerging-market contrarian; columns and frequent commentary on Indian and global markets via X and financial pre…
Founder of Duquesne Family Office; macro investor with a four-decade record of compounded returns; commentary lives in long-form interviews…
GLOBAL
Founder and CIO of Fundsmith; quality-focused global equity mandate launched in 2010; the annual Fundsmith owner's manual letter is required…
TG
Tiger Global Management; growth and technology investing across public and private markets; commentary is primarily inferred from 13F positi…
WC
India
White Oak Capital Management; Indian equity long-only and global emerging-market strategies founded by Prashant Khemka; institutional letter…