Dislocations, Valuations and the Changing World Order: Why Global Hedge Funds Matter Now - With Stephen Roberts, Founder & CIO, Orgueil Capital

In the investing universe, where long/short hedge funds are fewer and passive has reigned supreme, Orgueil Capital was established in February 2024 as an investment fund with an aspiration to quintuple investment capital over the next 8-9 years.

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Founder and principal Stephen Roberts, previously of Horseman Capital, explains why he came out of retirement to run a return-seeking, concentrated, thematic fund, with his family as a cornerstone investor.

He explains how they use a mix of thematic and fundamental research, helped by a macro-overlay to identify a range of opportunities, including longChinese technology companies like Alibaba, long UK House builders where they believe supply/demand appears highly compelling, to short European car manufacturers whose business prospects they believe to be bleak.

Whilst he recognises, it’s not an approach for everyone, he contends it is suitable for a slice of an investor’s allocation. Stephen’s conviction about the available opportunity set and willingness to back his convictions emphatically, means his approach is more reminiscent of many of the hedge funds that were once a much larger part of the investing world.

RETRACTION: In the episode introduction Simon states that Orgueil Capital aims to "...quintuple capital through returns over 5-7 years." In fact, Orgueil Capital hopes to quintuple capital over the next 8-9 years. For more information on this, please visit their website.

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