GA-Courtenay Special Situations Fund managed by Adrian Courtenay returned +9.9% in May, bringing year-to-date performance to +17.4%. The portfolio continued to benefit from exposure to high-conviction businesses operating through technological and industrial transitions.
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Courtenay transferred the Odey Special Situation Fund from Odey Asset Management to Green Ash Partners in October 2023. The transfer was the result of the suspension of the Odey Special Situation Fund that happened in June after misconduct allegations against founder Crispin Odey.
Market Environment: Transition-Driven Dispersion and Selective Leadership
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