We earlier posted some excerpts from Hugh Hendry on China, we usually are hesitant to post hedge fund letters in full. However we see that one of our large colleagues did so below is the full letter on China, Japan Europe and the USA from Eclectica Asset Management:
April 2012 Hugh Henry
Voss Value Sees Plenty Of Opportunities In Cheap Small Caps [Exclusive]
For the first quarter of 2022, the Voss Value Fund returned -5.5% net of fees and expenses compared to a -7.5% total return for the Russell 2000 and a -4.6% total return for the S&P 500. According to a copy of the firm’s first-quarter letter to investors, a copy of which ValueWalk has been able Read More
Updated on