The Best Ideas From “Delivering Alpha”

CNBC held their annual “Delivering Alpha” conference over the last few days and they had a well known collection of investment managers offer some of their favorite ideas.  I’ve collected a few of them here, but please note the usual disclaimer applies (ie, these aren’t my ideas and I don’t endorse them!):

• Beau Tayler, Taylor Woods Capital – Long brent crude
• Bill Ackman, Pershing Square Capital – Long PG and JCP
• Bruce Richard, Marathon Asset Management – Long structured credits, high yield, avoid US govt debt.
• Dwight Anderson – Buy farmland, avoid corn, wheat and grains.
• Jim Chanos – Short HPQ
• Marc Lasry, Avenue Capital – Buy European debt, particularly private banks.
• Peter Briger, Fortress Investment Group – Hold cash, better opportunities to buy distressed European debts are coming.

About Post Author

Cullen Roche

Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

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