Hugh Hendry is a famed hedge fund manager, market commentator, and thought leader known for his contrarian approach to investing. His foresight in anticipating the Great Financial Crisis of 2008 earned him a reputation as a prophetic iconoclast. Hendry was also known as the Founding Partner and Chief Investment Officer of the now defunct Eclectica Asset Management, a global macro hedge fund purchased out of Odey Asset Management. In September 2017, he stunned the world when he shut down his hedge fund Eclectica. Today, Hendry is influencing a new generation of market makers with his successful podcast, viral social media posts, and appearances on various influential financial media outlets. He resides in St. Barts, where he is a leading investor in luxury real estate and an avid surfer.
INVESTMENT PHILOSOPHY
Hendry is a vocal proponent of contrarian investing, where he looks to profit from market moves that are out of sync with the broader market.
He has a history of making bold market predictions, and his investment strategies often go against the consensus.
His investment philosophy is rooted in the belief that markets are inefficient and that there are always opportunities to profit from mispricings.
His approach involves analyzing economic trends, political developments, and other factors that can impact the global economy.
EARLY CAREER
Hendry’s talent for positioning his funds to profit while also limiting downside exposure has made him a legend in the hedge-fund world.
His world class knowledge of portfolio construction has led to his being dubbed the "Portfolio King."
Hendry began his career in 1991 when he joined the prestigious Edinburgh investment management firm, Baillie Gifford.
Later, he worked briefly for Credit Suisse. Following a chance meeting with Crispin Odey, Hendry joined Odey Asset Management in 1999.
MEDIA & APPEARANCES
Hendry is a frequent commentator on financial markets and has appeared on various financial news programs where he discusses the economy and markets.
He is known for his ability to explain complex economic concepts in an easy-to-understand manner.
He has been a speaker at many prestigious institutions and events like Oxford University, the London School of Economics, and the World Economic Forum, among others.
He has been featured in Bloomberg, The Economist, Institutional Investor, Financial Times, Business Insider, Yahoo! Finance, and TheStreet.
Some of his speaking topics include global macro investing, economics and finance, hedge funds, the economy, markets and economic outlook.
He has also appeared as a guest on Real Vision.