VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
One of the world’s largest hedge fund managers, serving only institutional clients such as pensions, sovereign wealth funds, and central banks. Bridgewater does not offer investments to the public. Its public site hosts free research and insights — including Daily Observations, whitepapers, and videos — alongside commentary on economic themes like debt cycles and monetary policy. Core investment strategies include Pure Alpha and All Weather (risk-parity).
Key features
- Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations.
- Investments are not available to retail investors; the public website is informational only.
- Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments).
- Research & Insights section offers Daily Observations, downloadable whitepapers, videos, and podcasts. Topics range from monetary policy to gold, inflation, and debt crises. Email signup is available.
- Sustainability disclosures note that while Pure Alpha and All Weather do not have explicit impact or net-zero mandates, the firm publishes separate sustainability research and reports.
- Founded in 1975 by Ray Dalio. Headquarters in Westport, Connecticut, with additional offices in New York, Shanghai, and Singapore.
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.