James Litinsky, the founder at JHL Capital Group, has a broader view of society and how it plays into an investment thesis. The Chicago-based hedge fund manager, running $936.6 million in assets, has a global perspective but, like many who understand how the system operates, he sees opportunity in significant trends. Part of the opportunity he sees is in unwinding government corruption, an issue the consensus thinks is a negative, as he warned in 2016.
After obtaining an economics degree from Yale and law and business degree from Northwestern University, Litnisky chose a path of financial management that ultimately led him to a fascinating history lesson.
In the fund’s January 29 year-end letter to investors reviewed by ValueWalk, Litnsky looks at what is being perceived as a positive which might be a long-term negative.
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