Times are getting interesting, hedge fund manager Crispin Odey notes, perhaps with a bit of English reserve dripping from his words. After a populist Brexit surprise and “V” bottom rebound, Odey has remained a significant bearish voice. But it’s not only politics that has one of England’s wealthiest hedge fund managers on edge. It’s the lack of market logic, a topic he addresses in his Opus Fund September letter to investors. Odey Opus Fund besting MSCI World by a factor of two With Opus Fund year to date performance at 4.6%, the fund is outperforming the beta behind the MSCI…
Undeterred By Massive Losses, Odey Predicts Market Collapse
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.