- Advertisement -
- Advertisement -

Related

Round Table: Uncovering Alpha in a “Fat and Flat” Equity Market

Latest Report

- Advertisement -

Stockholm (HedgeNordic) – Equity markets have enjoyed an almost uninterrupted run upward ever since bottoming out in early 2009, after the fallout of the financial crisis. Being exposed to „the market “, being exposed to Beta, or even leveraged Beta was a winning strategy over the last years.

Hedge funds, as a whole, have been painfully made aware by media, and more crucially investors, that they have been failing to piggyback on these megatrends and are falling behind on performance as well as defaulting on other promises they had been making. Managers struggle increasingly to justify fees they charge investors. Or, indeed, often fail to make the case to be a valid investment.

HedgeNordic gathered a group of Nordic hedge fund managers and allocators in a roundtable discussion on equity markets, and the possibilities of extracting Alpha, and, indeed, the value of it in a period of seemingly endless tailwind from Beta.

Claudia Stanghellini, who is responsible for the selection of external managers for the large Swedish state buffer pension fund AP3 with more than SEK 350 billion AuM, Jonas Thulin who heads the asset management team at Swedish Erik Penser Bank and Tomas Gylfe, who works on the asset allocation team at Handelsbanken Asset Management shared their thoughts from an allocator perspective.

With Origo Capital, Bodenholm Capital and Taiga Fund there were three managers at the table with us relying on long/short equity strategies. Tilted towards the Nordic markets, often with a long bias – especially stock picking, and a good hand identifying those crucial shorts are important Alpha contributors. An addition to the discussion came from Coeli Asset Management´s newly launched Coeli Altrua Macro Fund.

The discussion led by Aline Reichenberg Gustafsson looked into how hedge fund managers, and indeed allocators, may be preparing for a perfect storm on global equity markets,  the increasing role sustainable investing has and the opportunities and challenges it brings, how market volatility can become more of a friend, rather than just a risk factor, and how new technologies, such as the blockchain, artificial intelligence, and big data may transform the financial industry.

In all, some great topics to get some Nordic Insights on to read: here!

 

 

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

Latest Articles

Accendo-Backed SSH Secures Major Investment from Leonardo

While public and policy discussions around defence often focus on conventional weapons, many of today’s most active and frequent battles are unfolding in cyberspace....

Swedbank Robur Strengthens Private Equity Team

Swedbank Robur has appointed Lorenzo Gregory Sormani as co-portfolio manager of its private equity fund, Swedbank Robur Alternative Equity I, joining Senior Portfolio Manager...

Beyond Renewables: Coeli Fund Taps Into the Broader Electrification Race

Earlier this year, portfolio managers Vidar Kalvoy and Joel Etzler renamed their fund from Coeli Renewable Opportunities to Coeli Energy Opportunities – a move...

Three Danish Hedge Funds Recognized by the Hedge Fund Journal

Three Danish hedge funds have been recognized at the 2025 Hedge Fund Journal CTA and Discretionary Trader Awards. Two funds managed by Danske Bank...

Private Equity in Transition: Challenges and Opportunities

Private equity has matured into a mainstream – if not cornerstone – allocation for institutional investors. Following years of record fundraising and valuation expansion,...

Formue Highlights Private Credit’s Role in New Economic Era

Nordic wealth manager Formue has long prided itself on delivering institutional-grade investment solutions to high-net-worth individuals. As global economic conditions shift, Formue sees an important role...

Allocator Interviews

In-Depth: High Yield

Voices

Request for Proposal

- Advertisement -
HedgeNordic
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.