Money and Finance
- Hugh Hendry Quote
Found via The Big Picture. “I have resigned from the professional undertaking of coin flipping. I am not here to tell you where gold's gonna be. I have no idea. That’s my existentialism. I am a student of uncertainty. I have no idea where...
- Chinese Slowdown Boosts Hendry’s Fund
A hedge fund designed to profit from a slowdown in the Chinese economy, run by the London hedge fund manager Hugh Hendry, has soared in value over the past two months as global markets have plummeted and industry peers have suffered damaging losses. Mr...
- Eclectica’s Hendry Turns Greece Profit Into China Failure Wager
Found via market folly.Hugh Hendry is a man worried about the future. Although the hedge-fund manager beat more than 80 percent of his peer group rivals in 2010, Hendry laments that he’s part of an oppressed minority -- and likens the threat of hedge-fund...
- An Outspoken Man In A Secretive Trade
Hugh Hendry has a big mouth, as Hugh Hendry will tell you. With a sharp wit and a sharper tongue, Mr. Hendry, a plain-spoken Scot, has positioned himself as the public contrarian thinker of this city’s very private hedge fund community. The euro? It’s...
- The Eclectica Fund: Manager Commentary, May 2010
Via Market Folly:Hugh Hendry just released the May market commentary from his Eclectica hedge fund. We haven't checked in on Hendry since his March update when we saw he liked Annaly Capital Management (NLY), but his time around we get much more in-depth...
Money and Finance
Keeping an Eye on Wealth Creation
Thanks to Will for passing this along.
Eclectica's acquired a nice reputation among contrarian investors, thanks to some enviable results. The London-based Eclectica Asset Management saw a 12% return last year in its flagship Eclectica hedge fund, and an eye-popping 46% gain in a new fund that buys credit-default protection on Japanese corporations. Much owes to the relentless logic and cheeky inventiveness of Hugh Hendry, chief investment officer. The Glasgow-born Hendry tells Barron's why he expects a hard landing in China, and why hyperdeflation will precede hyperinflation.
- Hugh Hendry Quote
Found via The Big Picture. “I have resigned from the professional undertaking of coin flipping. I am not here to tell you where gold's gonna be. I have no idea. That’s my existentialism. I am a student of uncertainty. I have no idea where...
- Chinese Slowdown Boosts Hendry’s Fund
A hedge fund designed to profit from a slowdown in the Chinese economy, run by the London hedge fund manager Hugh Hendry, has soared in value over the past two months as global markets have plummeted and industry peers have suffered damaging losses. Mr...
- Eclectica’s Hendry Turns Greece Profit Into China Failure Wager
Found via market folly.Hugh Hendry is a man worried about the future. Although the hedge-fund manager beat more than 80 percent of his peer group rivals in 2010, Hendry laments that he’s part of an oppressed minority -- and likens the threat of hedge-fund...
- An Outspoken Man In A Secretive Trade
Hugh Hendry has a big mouth, as Hugh Hendry will tell you. With a sharp wit and a sharper tongue, Mr. Hendry, a plain-spoken Scot, has positioned himself as the public contrarian thinker of this city’s very private hedge fund community. The euro? It’s...
- The Eclectica Fund: Manager Commentary, May 2010
Via Market Folly:Hugh Hendry just released the May market commentary from his Eclectica hedge fund. We haven't checked in on Hendry since his March update when we saw he liked Annaly Capital Management (NLY), but his time around we get much more in-depth...