‘Volatility is opportunity’: why this manager loves shorting stocks

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Angela Aldrich bet against Treasury Wine Estates at the top of the market; now the Bayberry Capital founder is preparing to make her next big call.

“At some point, everything that’s priced for perfection reaches a point where expectations get too far ahead of themselves,” Aldrich adds.

“The past few years have been an entire lifetime of economic cycles. Seeing that type of disruption first-hand when you are managing your own portfolio was a totally different experience,” she says. “We need irrational moves in our shorts to get as much juice out of every position as possible. And so it’s been really great for us in this period, no matter which way the market has been moving.”One of the hedge fund’s first substantial long positions was Nasdaq-listed Willscot Mobile Mini Holdings, which dived more than 60 per cent from peak to trough during the early months of the pandemic.

Meanwhile, on the other side of the portfolio, Aldrich leant into the short side of the business as the market recovered. “You’re seeing a market that is very quick to pull the sell trigger,” Aldrich says. “They had this huge outstanding piece of litigation related to about 50 per cent of their stated book value when we started looking at the stock – people thought we were insane.“You just needed this overhang to go away and people would start buying the stock again. The cherry on top was we thought that overhang was going to go in their favour, and that finally started happening in 2023.

 

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