Odey Falls -2.5% In Q2, Bets On Economic Recovery – ValueWalk Premium
activist short selling Investing invest
03Aug

Odey Falls -2.5% In Q2, Bets On Economic Recovery

The LF Brook Absolute Return Fund lost -2.52% in the second quarter of 2021, compared to a positive performance of 7.59% for its benchmark, the MSCI Daily TR Net World Index. Year-to-date the fund has returned 4.6% compared to 11.9% for its benchmark.

Q2 2021 hedge fund letters, conferences and more

According to a copy of the fund's June investor update, which ValueWalk has been able to review, the long book contributed . . .

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.

Author

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

Related Posts

Michael Lewis

UBS Counters Michael Lewis, Claims HFT Not Given Advantages

May

UBS claims appear at odds with the SEC's statement, Micheal Lewis points out Read More

Investment Banker Advocates Bringing Back Wall Street's Glory Days, Get Tough on Crime

Jun

As Securities and Exchange Commission (SEC) Chair Mary Jo White comes under pressure for leniency regarding big bank criminal behavior, a well-known former Bear Stearns investment banker is offering a... Read More

Jeffrey Aronson Crossroads Capital

Crossroads Capital up 55.8% YTD after 32.5% in 2019 explains how it did it

Nov

Crossroads Capital is up 55.8% net for this year through the end of October. The fund released its 2019 annual letter this month after scrapping its previous 2019 letter... Read More

Bronte Capital us reference performance 0714

Bronte Capital's First US Account Buys The Farm

Jul

Bronte Capital Management founders John Hempton and Simon Maher first started putting together seeding deals in in 2008, but as they explain in their final investors’ letter that came... Read More

Citi Lowers 2013/2014 S&P 500 EPS Targets

Aug

Citi Research has lowered its S&P EPS targets for the end of this year and for 2014, based on slightly weaker numbers from Europe, the possibility of a tax... Read More

Price Earnings Multiples

P/E Multiple Expansion Accounted for 135% of the S&P 500 Return in 2015: Goldman

Jun

In one year from now, stock market investors, as benchmarked by the S&P 500, can expect a mere 1.1 percent yearly return on their investment, predicts a Goldman Sachs... Read More

Saber Capital

Saber Capital 2018 Year-End Review And 1Q19 Update Letter

May

Saber Capital Management letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc Dear Investment Partner: As you know, Saber Capital Management is in... Read More

Google Chrome

Google Chrome's Omnibox Search Showing Blank Page, Here's a Fix [UPDATED]

Jul

Seems that the search engine king is having a little trouble lately. Many users from across the world have reported that the handy feature of  Chrome where you can... Read More

SunTrust Banks

SunTrust To Pay $968M To Settle Improper Loan Claims

Jun

SunTrust Banks, Inc. (NYSE:STI) agreed to pay nearly $1 billion to settle a U.S. federal probe into allegations of mortgage origination, servicing and foreclosure abuses. The U.S. Justice Department announced... Read More

Tariff Policy Impact on Asia – No Trade War…Yet – Taiwan To Be Hardest Hit

Mar

All eyes are on the actions of the world’s two largest economies - the US and China - as details further unfold on import tariff policy measures. Trade tensions... Read More

X
Saved Articles
X
TextTExtLInkTextTExtLInk
0