ECLECTICA FUND LETTER APRIL 2012 PDF

Hugh Hendry Letter and Views. After two On the Asset Management. “I meet a lot The Eclectica Fund, April Hugh Hendry After two years of silence, Hugh Hendry is back and still at his best with a new investment and shareholder letter. The Eclectica Fund, April , Hugh Hendry. In a letter to clients, Hendry repudiated his past bearishness on equities, In the Eclectica Fund gained percent after fees, versus only The HFRI Macro index suffered negative returns in , and Odey, lost nearly 20 percent in April alone when he was caught out by a rally in.

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It is the constant exclamation “Who would have thought it? Retrieved 8 June After two years of silence, Hugh Hendry is back and still at his best with a new investment and shareholder letter. This page was lether edited on 11 Novemberat We are more bullish on US growth than most.

Can I tell you about the real world? It is not a question of respect, it is just that I prefer not to engage in their perpetual dialogue of determining where the “flow” is.

He lettr to attract attention when his fund achieved a Eclectica occupies an area outside the exlectica belief system. Hugh Hendry born March is the founding partner and, at various times, the chief investment officer, chief executive officer and chief portfolio manager of Eclectica Asset Management. All articles with dead external links Articles with dead external links from Funx Articles with permanently dead external links Articles with dead external links from November Use dmy dates from February EngvarB from February People” [ permanent dead link ]Eclectica Asset Management website.

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We do not believe this. A game plan is needed for all contingencies. Perhaps they just try too hard.

Hugh Hendry predicts crisis will spread to Asia

You will never see ketter pursue a homegrown idea when it is to the detriment of the prevailing trend,” he said. On China “There is a near consensus that China will supplant America this decade. I cannot be reached by telephone.

Not one buddy, not one phone call, not one instant message. Hendry once said to an interviewer: I mainatin that the central bank will only seek to destroy the value of the currency after the next leg down in the struggle for corporate profitability that we are currently witnessing. Retrieved 13 June Wait until Chinese growth has unmistakably lftter.

God is dead, life is absurd and there are no rules. Misbehaviour is all about curiosity, how you invoke and think about change, which is very necessary in the management of money.

Despite his reputation as a contrarianHendry explained to the Financial Times in July that his approach continued to be based in taking advantage of market momentum. Can Hugh Hendry teach us to love hedge funds?

Hugh Hendry Full Eclectica Letter on China’s Impending Collapse

By using this site, you agree to the Terms of Use and Privacy Policy. Hendry has been referred to as “the most high-profile Scot” in the hedge fund sector. On an episode of the BBC ‘s Newsnight programme aired on 9 AprilHendry began his response to comments by the Nobel Prize—winning economist Joseph Stiglitz on the financial position of Greece by saying, “Erm, hello. Wat is more it is not necessarily the high volatility that is so daunting but rather the great oscillations from high to low that keep wrong fooring investors.

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I suspect that I am one of the few CIOs who does not maitain daily correspondence with investment bankers and their specialist hedge fund sales teams.

Home” [ permanent dead link ]Eclectica Asset Management website. At the LSE Alternative Investments Conference induring a discussion with Steven Drobny, Hendry joked that his clients have banned him from further media appearances. Back then the relevant fixes were around the gold standard.

Retrieved 19 July In Hendry joined the prestigious Edinburgh investment management firm, Baillie Gifford. We still see the global economy as grtesquely distorted by the presence of fixed exchange rates, the unraveling of which is creating financial anarchy, just at it did in the s eclevtica s.

Hugh Hendry Letter and Views.

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