Russell Clark says he is following Warren Buffett on betting on major food inflation

Russell Clark Investment Management was down 9.25% for September, although it is up 8.75% for the first nine months of the year. Losses occurred in both the long book and the currency book.

Q3 2020 hedge fund letters, conferences and more

The fund had over $256 million in assets under management as of the end of September. Clark invests on both the long and short side in large-cap companies in the G7 and larger Asian markets. His fund emphasizes industry and macro factors in its process and looks for stocks where the growth potential is not priced into the valuation.

Ideas

Clark is a well-known contrarian, and he had a difficult...