Rokos Capital: Japan Will Raise Rates In The Next 18 Months [Exclusive]

HFA Padded
Rupert Hargreaves
Published on
Updated on

Rokos Capital returned 3.3% in July and is up 2.7% year-to-date, according to a copy of the hedge fund’s latest monthly investor letter ValueWalk has been able to review. The London-based macro hedge fund, founded by Chris Rokos in 2015, had an excellent start to the year but came unstuck in March. After adding 51% net of fees in 2022, the fund recorded a positive return in January and February of this year before losing nearly 16% in March amid the bond market turmoil caused by the collapse of Silicon Valley Bank and its peers. Rokos’s losses were so severe…

This content is exclusively for paying members of Hedge Fund Alpha

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!
This article is only available for Premium Members
Subscribe today and get :
Insider Strategies and Letters to Shareholders from the Top Hedge Funds
Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually

Don’t have an account?

Subscribe now and get 7 days free!
HFA Padded

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk