Allocator Interviews

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SMN Profiting from Niche Commodities and ‘Structural Alpha’

Stockholm (HedgeNordic) – Amidst last year’s simultaneous decline in stocks and bonds, commodity trading advisors (CTAs) – trend-following hedge funds that seek to capture...

Squeezed Supply and Soaring Prices 

By Anna Svahn, Antiloop Hedge: Two years have passed since I wrote this memo about the uranium sector. Since then, it’s safe to say a lot...

Commodity Hedge Funds – The Comeback Kid…Or the New Kid on the Block?

By Dan Rizzuto, CFA and Linus Nilsson, CFA: Prior to Covid, Commodity Hedge Funds and the non-financial exposures of more diversified Global Macro portfolios...

Making Water Circularity a Priority of the State

  Water is essential for the survival of life on earth, but under the pressures of population growth and climate change, freshwater resources are becoming...

Tesla: Henri Blomster’s Favourite Stock

Stockholm (HedgeNordic) – For over twenty years, Finnish stock picker Ernst Grönblom has been running a high-conviction strategy aimed at finding the superstar companies of tomorrow,...

Andreas Aaen: My Favourite Stock

Stockholm (HedgeNordic) – In HedgeNordic’s summer series, “My Favourite Stock,” we delve into the minds of the Nordic hedge fund managers and ask them...

Gold Stays Gold, Forever

Stockholm (HedgeNordic) – Gold has delivered an annual return of about 7.7 percent in U.S. dollar terms since August 15, 1971, the day U.S....

Origo’s First Ten Years on (a) Quest

Stockholm (HedgeNordic) – Long/short equity fund Origo Quest is celebrating ten years of bargain hunting in the universe of Nordic small-cap stocks. After a...

The Spectacular Unspectacular 20th Anniversary

Stockholm (HedgeNordic) – Reaching the 20th anniversary in the often short-lived and fast-paced hedge fund world is quite an achievement. In fact, some activity...

Up 30% in 2022, What Next for Elementa?

Stockholm (HedgeNordic) – As stocks have broadly plummeted in unison this year, 2022 is shaping up to be rather disappointing for stock-picking managers. This...

One Year On: Fresh Energy and Perspective Into Origo

Stockholm (HedgeNordic) – Christoffer Ahnemark joined small- and mid-cap-focused asset manager Origo Fonder in the summer of 2021, after years of researching and writing...

Optimizing for Performance

Stockholm (HedgeNordic) – After almost 20 years of equity market experience from three of the largest banks in the Nordics, Pontus Dackmo launched earlier...