18Aug

Odey – Short Swatch, Insurers And Netflix; Long Gold

It would be fair to say that Crispin Odey and the manager's funds had a mixed second quarter. For Q2 the flagship OEI fund returned -0.93%, OEI Mac ($) returned -0.08% and Odey Swan (€) returned -2.08%. Odey's long-only funds Opus (£), Odey Allegra International (€) and Odey Pan European (€) returned  +1.44%, -3.37% and  -6.70% respectively.

But steady second quarter returns don't make up for Odey's past mistakes. Indeed, year-to-date the OEI Mac fund has lost around 30% and . . .

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk

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