Odey: Call On Savings Will Floor Risk Assets

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Rupert Hargreaves
Published on
Updated on

September was a good month for the Odey Odyssey Fund. The fund gained 0.4% for the month, improving returns for the past 12 months marginally. After this positive performance, the fund has now only lost 15.9% over the past year and is down 14.1% year-to-date. Since inception, the fund has produced a CAGR of 0.1%. Despite this lackluster performance, Odyssey’s portfolio managers Tim Bond and Dipankar Shewaram believe that its only a matter of time before the fund’s short bets start to produce results as central banks begin to unwind their balance sheets, according to a letter to investors reviewed…

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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