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Norska Taiga tappar 0,16% i december efter ett utmanande år

Report: Alternative Fixed Income

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Stockholm (HedgeFonder.nu) – Norska hedgefonden Taiga Fund stängde året knappt på minus med en nedång med -0,6% för 2011, efter att ha tappat 0,16% under årets sista månad. Även om den absolutavkastande målsättningen kom på skam, får nog ändå resultatet ses som en synnerligen acceptabel insats, sett ur ett relativt perspektiv. MSCI European Small Cap Index backade som en jämförelse -17,45% och BarclayHedge L/S subindex var ner -4,55% under samma tidsperiod.

Taiga är en Long/Short-aktiehedgefond med en längre tilt i portföljen och som lanserades under 2008 med en value-driven investeringsprocess med ett nordiskt fokus. Den årliga genomsnittliga avkastningen ligger på närmare 17%, där en uppgång på 62% under 2009 bidrar högst avsevärt till den totala avkastningen. Taiga investerar i mindre bolag, där det största innehavet i portföljen per 31 december 2011 var TGS NOPEC Geophysical Company (Norge, 14,84% av NAV), Oslo Börs (Norge, 7,94%), Bouvet (Norge, 7,03%) och som största svenska innehav Transmode (6,85%). Den genomsnittliga nettoexponeringen under 2011 var 77%.

Förvaltarna ser goda investeringsmöjligheter inom sitt segment framöver, trots den utmanande macroekonomiska miljön, med många undervärderade smallcap-bolag.

Bild: (C) amorphis—Fotolia.com

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HedgeNordic Editorial Team
HedgeNordic Editorial Team
This article was written, or published, by a member of the HedgeNordic editorial team.

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