nwoodman Posted April 29, 2012 Share Posted April 29, 2012 A couple of articles discussing Hugh's latest letter to shareholders http://www.businessinsider.com/hugh-hendry-letter-to-shareholders-2012-4 http://www.alsosprachanalyst.com/economy/hugh-hendry-on-why-he-is-so-bearish-on-china.html cheers nwoodman Link to comment Share on other sites More sharing options...
nwoodman Posted April 30, 2012 Author Share Posted April 30, 2012 Full letter now at Zerohedge http://www.zerohedge.com/news/hugh-hendry-back-full-eclectica-letter Link to comment Share on other sites More sharing options...
stahleyp Posted April 30, 2012 Share Posted April 30, 2012 I'm not familiar with him. What is his long term record? Link to comment Share on other sites More sharing options...
nwoodman Posted April 30, 2012 Author Share Posted April 30, 2012 Low double digits. His appeal for me, especially in this letter, is in his pro USA bias due to low cost energy. He also has a healthy skepticism towards China, that fits somewhat with my own views Cheers Nwoodman Link to comment Share on other sites More sharing options...
Ballinvarosig Investors Posted May 9, 2012 Share Posted May 9, 2012 http://www.eclectica-am.com/temp/1_summary.png His fund is the blue line, his bench mark is the MSCI World Index Total Return fund which is in red. The letter is certainly a thought provoking read. Link to comment Share on other sites More sharing options...
BargainValueHunter Posted December 4, 2013 Share Posted December 4, 2013 OK...not a letter to shareholders but a great interview: http://www.investmentweek.co.uk/investment-week/news/2310184/hendry-i-would-buy-bitcoin-if-i-could "We are in 3D printing stocks. I say to my team 'don’t tell me the valuations, it is trending,'" he said, speaking at a Harrington Cooper conference at which he also revealed he is no longer bearish. The power of those trends is such that Hendry said he would own Bitcoin if it was accessible on a regular exchange. The value of the volatile online currency passed $1,000 per coin for the first time last week. Link to comment Share on other sites More sharing options...
stahleyp Posted January 8, 2018 Share Posted January 8, 2018 It's been a few months (I ran across an article mentioning the closing the other day) but he's closed up shop. Surprised his returns were still dismal even after turning bullish in 2013. https://www.bloomberg.com/news/articles/2017-09-14/hugh-hendry-s-eclectica-fund-closes-after-15-years-amid-losses Link to comment Share on other sites More sharing options...
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