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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On China “There is a near consensus that China will supplant America this decade. From Wikipedia, the free encyclopedia. However, we also think that it will end in Asia. Hugh Hendry Letter and Views.

Retrieved from ” https: This page was last edited on 11 Novemberat This rivals the size of the U. Ldtter 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. Views Read Edit View history.

Perhaps they just try too hard. Home” [ permanent dead link ]Eclectica Asset Management website. dund

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We do not believe this. 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. In Hendry joined the prestigious Edinburgh investment management firm, Baillie Gifford. Back then the relevant fixes were around the gold standard.

But volatility killed Jesse.

Hugh Hendry predicts crisis will spread to Asia | Reuters

He began to attract attention when his fund achieved a Eclectica Asset Management was founded in [9] when Hendry and his colleague Simon Batten purchased the management contract of the Eclectica Fund from Odey to establish themselves as a stand-alone fund manager. His father worked as a lorry driver and he was the first member of his family to go to university. We are time investors,” Hendry said.

Instead, my weapons are irony and paradox. A game plan is needed for all contingencies. Hendry has become known in the United Kingdom for his outspoken commentary on the financial crisis. Eclectica occupies an area outside the accepted belief system.

Retrieved 13 June Retrieved 8 June At the LSE Alternative Investments Conference induring a discussion with Steven Drobny, Hendry joked that his clients have banned him from further media appearances.

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, eclcetica, hello.

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Wait until Chinese growth has unmistakably faltered. God is dead, petter is absurd and there are no rules. You will never see us pursue a homegrown idea when it is to the detriment of the prevailing trend,” he said.

Misbehaviour is all about curiosity, how you invoke and think about change, which is very necessary in the management of money.

Hugh Hendry

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.

This is largely because not much has happened to change our views. It is the constant exclamation “Who would have thought it? All articles with dead external links Articles with dead external links from November Articles with permanently dead external links Ecletica with aprli external links from November Use dmy dates from February EngvarB from February 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.