Who's the manager Marks mentions in Mastering the Market Cycle (chapter 15)?

[stahleyp]

In Marks book "Mastering the Market Cycle" - chapter 15 - he mentions that he knows of an investment manager that became very bearish in the late 90s and his firm last a lot of AUM do to his early call. The manager ended up being right and his firm gain in sized again. Marks said the manager became bearish again at the end of 2017 and has lost assets again since that time. Does anyone have any idea who Marks is referring to here?

[MrB]

In Marks book "Mastering the Market Cycle" - chapter 15 - he mentions that he knows of an investment manager that became very bearish in the late 90s and his firm last a lot of AUM do to his early call. The manager ended up being right and his firm gain in sized again. Marks said the manager became bearish again at the end of 2017 and has lost assets again since that time. Does anyone have any idea who Marks is referring to here?

Might be Crispin Odey.

[cubsfan]

In Marks book "Mastering the Market Cycle" - chapter 15 - he mentions that he knows of an investment manager that became very bearish in the late 90s and his firm last a lot of AUM do to his early call. The manager ended up being right and his firm gain in sized again. Marks said the manager became bearish again at the end of 2017 and has lost assets again since that time. Does anyone have any idea who Marks is referring to here?

 

I'd say First Pacific Advisors - Bob Rodriquez and Steve Romick

[stahleyp]

Hmm...might be Odey. I thought about FPA but those guys have been bearish since like 2010/2011:

 

https://fortune.com/2011/06/06/bob-rodriguez-the-man-who-sees-another-crash/