When a hedge fund is down -42.6% year to date, they at times can have more muted communications tendencies. Such appears the case with London-based hedge fund manager Crispen Odey. In a recent letter to investors reviewed by Valuewalk, the bearish fund manager, normally more expansive in his market commentary, issued two paragraphs on his outlook – but they framed an important picture on globalism and explained his continued bearish stance in one fund. Also see Crispin Odey Presentation: Waiting For The Crash Q3 2016 hedge fund letters Odey: Trump and Brexit point to a global trend, “Globalisation in retreat” [drizzle]Odey…
Odey Man Of Few Words When Hedge Fund Down -42.6%
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.