James Litinsky, the founder of hedge fund JHL Capital, has made plenty of high profile, successful forecasts in recent years. From predicting the fall of over-leveraged companies like Valeant and the collapse of South African retail focused conglomerate Steinhoff to the success of India following Prime Minister Narendra Modi's reforms, Litinsky has built a reputation for himself as an astute investor.
And now, the team at JHL has positioned the fund to profit from the unwind from what they're calling the "Collective Capitalism Paradox." Litinsky outlined the thesis behind this trade in JHL's fourth-quarter and full-year 2017 letter to investors, a copy of which has been reviewed by ValueWalk.
If you’re looking for more timely hedge...
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