Russell Clark's investment grade bonds short thesis
After a rough start to the year, Russell Clark's Horseman Global has put in a strong performance during the second half of the year.
According to the fund's monthly newsletter for the month of October, Clark reports that the fund added 2.04% for the month of October, taking the year-to-date performance to 0.25%.
See also: ValueWalk's exclusive value magazine Hidden Value Stocks
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The beginning of 2017 was turbulent for Horseman, which has been called the world's most bearish hedge fund, as the firm's short bets cost it money in a broadly rising market. The fund lost 3.5% in January, 3.2% in February, 1.1% in March and 2% in April before it decided to reverse...
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