Lancaster Absolute Return Fund (Ex-Odey) On Their Top Longs And Short Positions [Exclusive]

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Jacob Wolinsky
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The Absolute Return Fund was until June 2023 part of the Odey Asset Management. After the fallout of the fund due to the misconduct allegations, it was rehoused with the London-based fund Lancaster Investment Management. Lancaster was founded in 2007 and is currently run by Matthew Wood, James Roycroft, and Richard Lamplough. The Absolute Return Fund’s strategy is based on global equity with long and short positions. The managers follow three core principles when investing: Choosing fundamentally good companies High discipline in short-selling Diversification and carefully calculated position sizing The investment time frame is medium to long, while the portfolio…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at) FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.