Hugh Hendry, the fund manager at Eclectica asset management, in his first quarter letter highlighted his funds 3.5 percent net return was contributed by equities and FX.
The prominent hedge fund manager attributed the funds performance to gains from long positions in consumer sales and Japanese stocks besides gains from short positions in industrial commodity related stocks.
Hugh Hendry is known for his commentary on the financial crisis and the bubble in China.
For equities, Hendry’s fund focused on long cash generative businesses with the strongest balance...
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