Odey Special Situations Fund Finds Bargains With 10%+ FCF Yield

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() | [Advertiser Disclosure]() ​ ​[Odey Special Situations Fund Finds Bargains With 10%+ FCF Yield](=)​ Odey Asset Management's Odey Special Situations Fund returned -3.17% in February compared to its benchmark, the MSCI World USD Index's return of -2.40%. For the year-to-date, the fund has returned +4.22% compared to the MSCI World USD Index return of +4.50%, according to a copy of its latest investor update, which ValueWalk has been able […] [Read More](=)​ ​[If SVB is Insolvent, So is Everyone Else](​ On Sunday afternoon, September 14, 2008, hundreds of employees of the financial giant Lehman Brothers walked into the bank’s headquarters at 745 Seventh Avenue in New York City to clear out their offices and desks. [Read More](​ ​[RIP – Silicon Valley Bank – 1983-2023](​ Forbes on March 6. On March 10 SVB didn’t exist. How fast things can change in a few days. *Update: As I was writing this, the FDIC shut down the bank. The FDIC seized the bank. The FDIC will be able to sell off assets and return money to insured depositors. When there’s a crisis […] [Read More](​ ​[The Failure of Mutual Funds over Long Horizons](=)​ It’s common for a mutual fund to outperform its benchmark over a short time horizon – a few years – as happened with Cathie Wood’s ARKK. But new research shows that mutual funds fail dismally when performance is measured over the long horizons that retirement-focused investors face. Q4 2022 hedge fund letters, conferences and more [Read More](=)​ ​ [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2022 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( | [Manage Subscription Preferences]( 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523