When a hedge fund is down -42.6% year to date, they at times can have more muted communications tendencies. Such appears the case with London-based hedge fund manager Crispen Odey. In a recent letter to investors reviewed by Valuewalk, the bearish fund manager, normally more expansive in his market commentary, issued two paragraphs on his outlook – but they framed an important picture on globalism and explained his continued bearish stance in one fund.
Also see
Crispin Odey Presentation: Waiting For The Crash
