Maybe it's just me, but I was going to make the argument for hedge funds outperforming over the long run, I probably wouldn't pick Crispin Odey as the poster boy.https://twitter.com/Josh_Young_1/status/1477425597588676610 …
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I especially wouldn't pick an Odey fund that was down, uh, 40% since that article was written
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Still, I expect the long term performance is good, compounding at a cool [checks notes] negative 5% per year over 10 years?
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Amen. Oh and just how large a proportion of Odey’s R&R can be attributed to energy positions in a portfolio that’s short long-dated GBP rates to the tune of 8x NAV
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