Undervalued Picks From A Premium Investor

By Stock Croc:John Hussman heads the investment advisory firm, Hussman Econometrics Advisors, which was founded by him in 2000. He manages Hussman Funds, which since inception has had a cumulative growth of 118%. A Ph. D., Dr. Hussman was previously a professor of economics and finance at University of Michigan. He looks at two aspects before investing-- valuation and market action.

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. The Market Is Strenuously Overvalued, Overbought, And Overbullish (Advisor Perspectives)

Rash Menaria submits: Manning & Napier Advisors, Inc. is a 100% independent employee-owned investment advisory firm founded by William Manning in 1970. The firm manages ~ $25 bn in the Manning & Napier series of mutual funds in addition to other funds and caters to individuals and institutions.

Rash Menaria submits: Manning & Napier Advisors, Inc. is a 100% independent employee-owned investment advisory firm founded by William Manning in 1970. The firm manages ~ $25 bn in the Manning & Napier series of mutual funds, in addition to other funds, and caters to individuals and institutions.

By MyPlanIQ:John Hussman is famous for his Hussman Strategic Growth Fund (HSGFX). The fund is a long/short fund that in principle is never net short but uses market actions and market valuation as guides for short term hedging. The fund has performed well since its inception though in the last 3 years, it has suffered from Hussman's overly conservative approach. Year to date, the fund has done well, thanks to the modified approach adopted by the fund recently.

Roger Nusbaum submits: Parrotheads, aka Jimmy Buffett fans, will know the lyric from the song "Fruitcakes" that goes: "Mea culpa, mea culpa, mea maxima culpa" -- which is what John Hussman appears to have been saying

John Hussman: Recklessness And Crowd Following Has Been Rewarded But Retaining This Windfall Will Be Difficult (Advisor Perspectives) John Hussman at Hussman Funds writes that the average bear market fall can erase over 50% of the previous bull market's advance. He thinks that is true this time around as well. He expects nominal S&P 500 return of 3.2% annually in the next 10 years. 

By FAF Research:In this article I describe stocks I found interesting from Greenlight Capital's portfolio and explain some facts about each company. Greenlight is the hedge fund that David Einhorn started in 1994 with just $300,000 and now has more than 5 billion in assets under management. David Einhorn is one of the most successful long/short equity hedge fund managers of the past decade. David Einhorn's Greenlight Capital returned 15.9% in 2010, and 21.5% since its inception in 1996.