Tuesday, September 28, 2010
Hugh Hendry: Partner, CEO & CIO of Eclectica Asset Management - Hugh is the principal portfolio manager and leads both the investment thinking and the research team. He has 18 years' industry experience with Baillie Gifford, CSAM and Odey Asset Management. At Odey he managed a range of funds from $1.0bn of long only European mandates, including the award winning Odey Continental European Fund, to the The Eclectica Fund. Hugh graduated from Strathclyde University in 1990.
Hugh Hendry
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Biography from eclectica-am.com
Hugh Hendry: Partner, CEO, & CIO of Eclectica Asset management
Hugh Hendry – Partner, CEO & CIO. Hugh is the principal portfolio manager and leads both the investment thinking and the research team. He has 18 years' industry experience with Baillie Gifford, CSAM and Odey Asset Management. At Odey he managed a range of funds from $1.0bn of long only European mandates, including the award winning Odey Continental European Fund, to the The Eclectica Fund. Hugh graduated from Strathclyde University in 1990.
Eclectica Asset management: Philosophy
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•Focussed – we aim to maximise the balance of risk and reward at all times in pursuing our target of superior risk adjusted returns.
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•Disciplined approach to managing money – conviction in our decision making process is derived from a combination of understanding industry dynamics and a rigorous analytical framework.
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•Independence of thought – we think for ourselves, from first principles; indices do not shape our investment approach.
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•Timing is critical – no matter how good an idea, it will not be implemented until the time is right.
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•High regard for the market – the market has infinite wisdom, it is divine. Ultimate respect of the market is essential to our approach and returns.
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•Pragmatism – not idealism. Conviction is overruled if the market does not show confirmation.
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•Style accommodates mistakes – a diversity of holdings means we are not wedded to our holdings; we are dispassionate about cutting losers.
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•Risk management – a strong alliance of trading disciplines, analytical rigour, strong back office and P&L analysis is central to our risk management framework.
