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Friday, May 10, 2013

Hugh Hendy's Eclectica Fund Q1 2013 Letter

Below please find Hugh Hendry's Eclectica Fund's Q1 2013 letter.  In the letter he mentions the big theme for hi is global reflation - as a result he is long gold, oil, consumer staples, USD, and Japanese Equities.

As always its interesting to see what Hugh is thinking.  Enjoy.  

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