Warren Buffett disciple Tom Gayner started at Markel Corp in 1990 and reinvented the insurer into an investing powerhouse with diverse holdings. Gayner’s eye for good values (financial and cultural)helped propel Markel’s stock to 93 times where it traded upon his arrival. We talk about his career, markets and the lost art of “value investing” in go-go-growth 2018.
Odey Discusses Howard Marks’ Astute Observation On Why Hedge Fund Alpha Is Increasingly Rare [January Letter]
According to a copy of the firm's January investor update which ValueWalk has been able to review, the Odey Asset Management Odey Special Situations Fund returned 7.7% in January, outperforming its benchmark, the MSCI World USD Index, by 8.7%. Q4 2020 hedge fund letters, conferences and more The $60 million fund, which Adrian Courtenay manages, Read More
