Hendry and Treue: The Immortal Trades

Published on
September 25th, 2020
62 minutes

Ben Inker — Jeremy Grantham’s Heir Apparent on the Future of Asset Allocation

Hendry and Treue: The Immortal Trades

The Essential Conversation ·
Featuring Hugh Hendry and Bob Treue

Published on: September 25th, 2020 • Duration: 62 minutes

Hugh Hendry, founder and former CIO of Eclectica Asset Management, is joined by Bob Treue, founder of Barnegat Fund Management, to put on a clinic of idea generation. Due to its consistently high returns, Treue’s fund is ranked by Bloomberg as the world's #1 fixed-income arbitrage fund. Treue shares with Hendry his process for consistent success and recounts some several of his grand-slam trades -- from arbitraging the spread between U.S. Treasurys and their inflation-protected counterparts to relative value plays on the yield curve for U.K gilts. Hugh Hendry can be found on HughHendry.com, on Instagram and Youtube as @hughhendryofficial, as well as on Twitter at @hendry_hugh.