Odey Special Situations Fund Finds Bargains With 10%+ FCF Yield

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Rupert Hargreaves
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Odey Asset Management’s Odey Special Situations Fund returned -3.17% in February compared to its benchmark, the MSCI World USD Index’s return of -2.40%. For the year-to-date, the fund has returned +4.22% compared to the MSCI World USD Index return of +4.50%, according to a copy of its latest investor update, which ValueWalk has been able to review. Managed by Adrian Courtenay, the $103 million Special Situations Fund started trading in October 2019 and has achieved a compound annual growth rate of 18.3% since inception. Q4 2022 hedge fund letters, conferences and more At the end of February, the fund had…

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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