Socially Responsible Investing A Chance For Short Alpha?

James Litinsky, the founder at JHL Capital Group, has a broader view of society and how it plays into an investment thesis. The Chicago-based hedge fund manager, running $936.6 million in assets, has a global perspective but, like many who understand how the system operates, he sees opportunity in significant trends. Part of the opportunity he sees is in unwinding government corruption, an issue the consensus thinks is a negative, as he warned in 2016.

After obtaining an economics degree from Yale and law and business degree from Northwestern University, Litnisky chose a path of financial management that ultimately led him to a fascinating history lesson.

In the fund’s January 29 year-end letter to investors reviewed by ValueWalk, Litnsky looks at what is being perceived as a positive which might be a long-term negative.

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible


Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required


Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up today and get three months free

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 10/31/2019 or after next 25 20 subscribers take advantage whichever comes first – please do not share this discount with others

 

WhatsApp chat
0