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Carnegie WorldWide Long/Short Fund steg 2,1% i november

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Stockholm (HedgeNordic.com) – Carnegies hedgefond, WorldWide L/S Fund, hade en lyckosam månad i november – upp 2,1%. Därigenom slog fonden bland annat MSCI AC World Index, som steg 1,3% under månaden.

De positiva bidragsgivarna under månaden var långa aktieinnehav i Novo Nordisk, Visa, Microsoft och SAP. Samtidigt bidrog den långa exponeringen gentemot indiska HDFC negativt till fonden avkastning under månaden. Framförallt har aktieutvecklingen i Microsoft under 2013 varit en positiv överraskning, som inte varit förväntad i marknaden. Aktien fortsätter vara en potentiellt positiv överraskning, som enligt förvaltarna är fortsatt attraktivt värderad, där affärsmöjligheterna inom datalagring i molnet är stora.

Amerikanska centralbanken Feds tydliga intentioner att fortsätta föra en stimulativ penningpolitik, som driver världens börser uppåt, gör att fonden kommer att bibehålla sin nettolånga exponering gentemot aktiemarknaden.

Standardavvikelsen för fonden var 8,0%, medan korrelationen med globala aktier sjönk till 0,1.

Nettoexponeringen (beta-justerat) steg till 86,5%, medan bruttoexponeringen (beta-justerat) steg till 131,0%.

Fonden, som förvaltas av Bengt Seger och Bo Knudsen, hade vid november månads utgång 84 miljoner EUR i tillgångar under förvaltning.

Bild: (c) shutterstock—isak55

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

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