Top Hedge Fund: Scoggin Capital on Their Investment Strategy

Top Hedge Fund: Scoggin Capital on Their Investment Strategy
Q2 2016 - Hedge Fund Letters <small>Photo by <a href="[email protected]/27280130113" target="_blank">cafecredit</a> <a rel="nofollow" href="" target="_blank" title="Attribution License"><img src="" /></a></small>

Craig Effron and Curtis Schenker, co-founders of Scoggin Capital Management LP, talk about their partnership and the hedge fund’s investment strategy. They speak with Adam Johnson on Bloomberg Television’s “Street Smart.”

Scoggin, which now has $1.8b aum,  had ONE down year in the past 25 years (2008).

They would rather miss opportunities than take risk.

Abacab Fund Sees Mispricing In Options As Black-Scholes Has Become “Inadequate”

Abacab Asset Management's flagship investment fund, the Abacab Fund, had a "very strong" 2020, returning 25.9% net, that's according to a copy of the firm's year-end letter to investors, which ValueWalk has been able to review. Commenting on the investment environment last year, the fund manager noted that, due to the accelerated adoption of many Read More

They are short Brazil, Hungary, Italy, China, Japan and other countries.

They think underfunded pensions is next front page news.

The managers are friends with Paul Tudor Jones.

Great five minute profile of the fund:

H/T Santangels Review

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