Supply and demand dynamics are at play in markets in sometimes subtle ways. Take serious “sin” stocks, for instance. I’m not talking about sugar addicting Coca-Cola or the politically incorrect convict Dov Charney and his one-time empire at American Apparel. This is about sins that actually kill people, dead, not just hurt fragile feelings, offend delicate sensibilities or contribute to obesity. And there is a hedge fund manager for such sin investments, one that leverages supply and demand driven markets to find value in sin: London Company of Virgina’s Stephen M. Godderd. 33,599 U.S. gun deaths is a sign…
London Co. Finding Success Investing In Guns, Death And Jail
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.