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Allocator Interviews

Latest news in alternatives

Innovation Within Healthcare

Stockholm (HedgeNordic) – Digitalization is changing many facets of every industry, including healthcare. In response to the rapidly accelerating digital transformation within healthcare, last...

Retail Strategy with VIX Hedging

Stockholm (HedgeNordic) – Hedge funds can serve well as a building block for a retail investor’s well-diversified portfolio due to their unique characteristics. With...

The Nordea Hunt for Relative Value Opportunities

Stockholm (HedgeNordic) – The Nordic region has been home to a solid group of fixed-income hedge funds, partly because of the proximity to the...

The Siloing Effect of Equity and Credit Markets

Stockholm (HedgeNordic) – Tidan is different. River Tidan is one of the few rivers in Sweden that flows from south to north. Michael Falken,...

Yield Pickup Persists in Norwegian Credit Markets

London (HedgeNordic) – Bergen-based Borea Asset Management AS has been investing in Norwegian credit since 2004, and launched its flagship high yield fund in...

Kreditfonden’s Pockets of Yield

Stockholm (HedgeNordic) – With high-yielding opportunities in public fixed-income markets being few and far between, investors have been exploring lesser-known or out-of-the-public-eye corners of...

A Tight Ship of Publicly Issued Short Durations

Stockholm (HedgeNordic) – With so-called real yields, which reflect the corrosive effects of inflation, hitting lower and lower levels, the riskier corners of the...

Mortgage Funds – Alternative Fixed Income, or Just the New Traditional?

Stockholm (HedgeNordic) – The coronavirus pandemic and associated shutdowns may have forced banks to start thinking about digitizing their mortgage origination processes. Non-bank lenders...

Alt Fixed Income: En Route to the Mainstream

Stockholm (HedgeNordic) – Inflation has been at the forefront of investors’ minds and concerns this year, forcing them to make difficult decisions about how...

The Intangible Quality of a Great Business

Stockholm (HedgeNordic) – Academic research shows mounting evidence of superior value creation at businesses where the founder plays a significant role either as CEO,...

Uncovering Attractively Valued Compounders

Stockholm (HedgeNordic) – So-called compounder stocks usually describe growing high-quality companies that can compound earnings and shareholder value on a consistent basis by reinvesting...

Finding “Superstar” Needles in a Haystack

Stockholm (HedgeNordic) – History shows that most stock market returns usually come from a tiny fraction of companies. In the past decade or so,...
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