Bullish Hugh Hendry Up In November On Long Dollar, US Equities

Bullish Hugh Hendry Up In November On Long Dollar, US Equities
Image source: Real Vision TV Video Screenshot

The latest from Hugh Hendry according to a shareholder letter for the month of November obtained by ValueWalk.

Also make sure to read the full long going bullish explanation here- Hugh Hendry December Letter: Last Bear Standing? Not Any More


DG Value Surges On Recovery Plays

investAccording to a copy of the firm's February investor update, Dov Gertzulin's DG Value Partners returned +4.48% net for the month of February, which ValueWalk has been able to review. Q4 2020 hedge fund letters, conferences and more Following this performance, the firm has returned +8.32% net for the year to the end of February. Read More

Performance Summary
• The Fund returned 70bps in November.
• Fixed income strategies made 27bps with gains coming primarily from long exposure to short-end DM rates.
• In FX, EM shorts and a long US dollar position contributed a total of 22bps.
• Equities added a further 22bps to P&L as profits on long exposure to Japanese and US equities were partially offset by losses on Chinese index shorts.


Full Hugh Hendry letter in scribd

Hugh Hendry November by ValueWalk.com

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