Old West Sees Commodity Supercycle Continuing [Exclusive]

Rupert Hargreaves

Published onOctober 20, 2022

Updated on October 20, 2022

Old West Investment Management struggled to keep its head above water in the third quarter.

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According to a copy of its investor letter for the three months to the end of September, its performance was “in line with benchmarks.” The S&P 500 has returned -22.8% for the year to date.

Investing in the commodity cycle

Old West’s portfolios...

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Rupert Hargreaves

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 Hedge Fund Alpha

Old West Sees Commodity Supercycle Continuing [Exclusive]

Investing in the commodity cycle

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