Recent Posts

  • European Short Observer: September 2017
    This report displays insights from the European Short Disclosure Regulation (ESMA). Using daily lings, Novus track over 50 billion Euros in short investments across more than
  • Atlant Fonder’s Funds-of-Funds to Merge
    Stockholm (HedgeNordic) – Swedish asset manager Atlant Fonder AB decided to merge its existing fund-of-funds in an attempt to streamline its fund range, enhance management
  • New Report on Sustainability in Alternative Assets
    Stockholm (NordSIP) – Sustainability in Asset Management: The Knowledge Foundation’s Assessment of Alternative Assets, a new report written by NUWA Director Dr Emma
  • $3 Trillion Hedge Fund Industry a Mirage
    Stockholm (HedgeNordic) – Various financial media outlets and data providers, including HedgeNordic, have recently talked about the hedge fund industry capital hitting a new
  • Investors Turn Away Despite Higher Satisfaction
    Stockholm (HedgeNordic) – Almost half of hedge fund investors report being satisfied with the performance of their hedge fund portfolios, compared to a satisfaction rate of

Latest Article

European Short Observer: September 2017

European Short Observer: September 2017

This report displays insights from the European Short Disclosure Regulation (ESMA). Using daily lings, Novus track over 50 billion Euros in short investments across more than 250 managers. Novus will explore last month’s sector exposure changes and best short picks. We’ve also ranked the most shorted securities, the most covered securi- ties, and the top new shorts. The biggest increase during September[Read More…]

by 20/10/2017
New Report on Sustainability in Alternative Assets

New Report on Sustainability in Alternative Assets

Stockholm (NordSIP) – Sustainability in Asset Management: The Knowledge Foundation’s Assessment of Alternative Assets, a new report written by NUWA Director Dr Emma Sjöstrom, also of the Misum, Mistra Center for Sustainable Markets at the Stockholm School of Economics and Ulrika Hasselgren, Global Head of Responsible Investment Strategy & ESG Integration with ISS Institutional Shareholder Services, was launched this week[Read More…]

by 19/10/2017
CTAs getting crushed in September

CTAs getting crushed in September

Stockholm (HedgeNordic) – Systematic trend following hedge funds or CTAs, as measured by the Barclay BTOP50 index, took another hit in September early estimates show. The index, which tracks some of the largest CTA managers in the world, had lost 2 percent by month-end according to early estimates, bringing losses to 4.2 percent for the year. Also among Nordic CTA[Read More…]

by 16/10/2017
Interview – Michael Idevall, Arcturus

Interview – Michael Idevall, Arcturus

Stockholm (HedgeNordic) – After having spent 12 years successfully managing the specialist global equity fund Camelot at Lancelot, a long-only fund that could alter its long equity exposure by changing its cash proportion, Michael Idevall (pictured) decided to leave to set up his own hedge fund, using a more flexible mandate. In March 2016, he launched the fund Arcturus together[Read More…]

by 19/09/2017
TOBAM-565-JEP

Riding Bubbles with Smart Beta

Stockholm (HedgeNordic) – During his recent visit to Stockholm, we spoke to Yves Choueifaty, founder and President of the French smart-beta manager TOBAM about a recent research the firm produced on the worrying concentrations in the current credit market. TOBAM may sound to some people like an acronym resulting from a merger of a spin off, but far from it.[Read More…]

by 14/09/2017
Interview: Luke Ellis – CEO, Man Group

Interview: Luke Ellis – CEO, Man Group

Stockholm (HedgeNordic) – Luke Ellis is the CEO of the world’s largest publicly traded hedge fund manager, Man Group Plc. While in Stockholm earlier this year, HedgeNordic met up with Ellis to hear what he had to say about the current environment for hedge funds, what strategies that he sees as most likely to perform well in the current market[Read More…]

by 14/09/2017
OE Capital bring on Nicklas Fornander

OE Capital bring on Nicklas Fornander

Stockholm (HedgeNordic) – The Swedish advisory and capital introduction company Oscarsson & Engman Capital  AB (OE Capital). OE Capital is expanding its advisory and capital introduction business with the appointment of Nicklas Fornander as Head of Sales. Nicklas Fornander will also become partner & board member in OE Capital when regulatory approval is granted. Fornander previously worked as head of institutional sales at[Read More…]

by 13/09/2017
Nordic hedge funds gain in August, CTAs continue rebound

Nordic hedge funds gain in August, CTAs continue rebound

Stockholm (HedgeNordic) – Nordic hedge funds, as expressed by the Nordic Hedge Index NHX, gained an estimated 0.17% in August (83% reported), bringing the year-to-date performance to 1.68%. The month showed overall solid performance numbers, with CTAs continuing its rebound from July to finish August 0.98% higher. The strategy was the best performer on the month but is still lagging[Read More…]

by 11/09/2017
BMS Managers comment on performance

BMS Managers comment on performance

Stockholm (HedgeNordic) – In a video interview, Patrik Brummer and newly appointed managing director and portfolio manager  Mikael Spångberg, responsible for Brummer Multistrategy talk about the performance of the fund so far in 2017. For Patrik Brummer, the performance is definitely better than in the past few years, and the quality of the performance is high. He is particularly satisfied by[Read More…]

by 08/09/2017
Svante Bergström - Lynx

Lynx “down but not out”

Stockholm (HedgeNordic) – In a recent article in Swedish business magazine Dagens Industri (DI), Svante Bergström (pictured), founder and CEO of Swedish systematic trend following hedge fund Lynx, was asked whether there is a risk that the fund will be closed by Brummer & Partners. The reasoning being that Brummer is keen on closing non-performing funds, highlighted by the closure[Read More…]

by 01/09/2017
Long equity exposure no reason to doubt CTA crisis protection – RPM

Long equity exposure no reason to doubt CTA crisis protection – RPM

Stockholm (HedgeNordic) – In its most recent research piece, Swedish CTA-specialist RPM argue that the current long equity exposure of systematic trend following strategies is by no means a reason to doubt the efficiency of these strategies to capture so-called crisis alpha. “When an equity crisis sets in, CTAs are typically long equities and, thus, will suffer losses from this[Read More…]

by 23/08/2017
Nordic CTAs recover in July, trend followers in bad international company on year

Nordic CTAs recover in July, trend followers in bad international company on year

Stockholm (HedgeNordic) – Nordic CTAs, as measured by the Nordic Hedge CTA Index (NHX CTA), gained 2.37 percent in July and thereby recovered from recent losses. Year-to-date, the index is still in firm negative territory with losses mounting to 3.64%. In July, the best performing manager was the Alfa Axiom Fund from Alfakraft, with gains of 8,3 percent, closely followed[Read More…]

by 17/08/2017
Interview: Caba Capital in fixed income hedge fund launch

Interview: Caba Capital in fixed income hedge fund launch

Caba Capital is the latest addition to the successful group of fixed income hedge fund managers that have been coming out of Denmark in recent years. Following a capital raising period which, according to the fund manager has brought in DKK 200 million in initial investments (well above the DKK 100 million that was set as target), the team started[Read More…]

by 19/07/2017
Nordic CTAs add to losses in second quarter as industry suffers

Nordic CTAs add to losses in second quarter as industry suffers

Stockholm (HedgeNordic) – Nordic CTAs continued to struggle during the second quarter 2017 as the NHX CTA Index lost another 4.1% during the period, bringing the year-to-date loss to -5.8%. This was largely in line with global industry benchmark as the SG CTA Index and the Barclay BTOP50 Index posted losses of 3.5% and 3.1% respectively. The managed futures industry[Read More…]

by 17/07/2017
Nordic hedge funds negative in June, CTAs continued to weigh

Nordic hedge funds negative in June, CTAs continued to weigh

Stockholm (HedgeNordic) – Nordic hedge funds, as expressed by the Nordic Hedge Index NHX, lost an estimated 0.5% in June (90% reported), bringing the year-to-date performance to 1.5%. The month showed mixed performance across sub-strategies with CTAs again underperforming posting a loss of 3.1% (-5.9% YTD) while fixed income strategies continued to shine gaining an addtional 0.6% and thereby enhancing[Read More…]

by 16/07/2017
Svante Bergström - Lynx

Lynx extends worst drawdown since inception following June setback

Stockholm (HedgeNordic) – Swedish CTA giant Lynx, headed by CEO and founding partner Svante Bergström (pictured), posted one of its worst monthly losses since inception in June (only 5 months have been worse according to HedgeNordic data) as the high profiled trend follower gave back 6.9%, bringing year-to-date performance to -13.2% for its flagship fund. This means that the fund is[Read More…]

by 16/07/2017
Directional volatility key to turnaround for CTAs, RPM argue

Directional volatility key to turnaround for CTAs, RPM argue

Stockholm (HedgeNordic) – In Wednesday´s edition of EFN TV’s “Börslunch Special”, a local Swedish television show covering financial markets, RPM’s executive Vice President Per Ivarsson (pictured) talked about the recent weak performance of CTAs and what would be required for it to turn around. Walking through the most recent development for the CTA industry, Ivarsson pointed to the fact that[Read More…]

by 29/06/2017
The Mystery of Historically Low Volatility

The Mystery of Historically Low Volatility

Stockholm (HedgeNordic) – One of the biggest mysteries in the world of financial markets in the still young Trump era has been the historically low level of volatility despite all the turmoil and geopolitical uncertainties prevailing across the globe. The current state of the world demands a significantly higher volatility according to the president of the Federal Reserve Bank of[Read More…]

by 27/06/2017
Nordic hedge funds flat in May, Accendo and Brummer among winners

Nordic hedge funds flat in May, Accendo and Brummer among winners

Stockholm (HedgeNordic) – Nordic hedge funds, as expressed by the Nordic Hedge Index NHX, lost an estimated 0.06% in May (85% reported), bringing the year-to-date performance to 2.1%. The month was characterized by a disparity of returns between the strategy groups underlying the NHX Index. While CTAs in particular continued to weigh on performance, losing another 0.96% to bring year-to-date[Read More…]

by 16/06/2017