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Allocator Interviews

Latest news in alternatives

The Aggressive High-Quality Investor

Stockholm (HedgeNordic) – Many hedge fund managers steer clear of large- and mega-cap stocks and mostly go for the under-researched corners of equity markets...

The 8th Wonder of the World

Stockholm (HedgeNordic) – The might of compound interest has become part of asset management pop-culture at least since Albert Einstein’s quotation that compound interest was the...

Sanity Checking Momentum and Trend

Stockholm (HedgeNordic) – In February 2020 Finnish asset manager Northern Star Partners launched a new fund, NS Quant, to capture positive and negative price...

Positives Amid an Epidemic of Unknowns

Stockholm (HedgeNordic) – The first quarter of 2020 was difficult for most investors, including large pension funds such as AP1, the first Swedish national...

It’s Not Our Job to Time the Market

Stockholm (HedgeNordic) – Stockholm-based long/short equity fund Elementa enjoyed only positive months year-to-date, having gained 16.7 percent in the first four months of the...

CTA Pioneer Comes Back to the Front

Stockholm (HedgeNordic) – Most Nordic hedge funds were not spared from the coronavirus-fuelled sell-off that tanked global markets in March. Some funds, however, shone...

Different Risk-Return Profile for the Secondary Life Insurance Market

Stockholm (HedgeNordic) – Many retirees in the United States choose to sell their life insurance policies in the secondary market for life insurance for...

Fed Turns to Unlimited QE. Time for the Next Gold Rush?

Stockholm (HedgeNordic) – Gold may be yo-yoing just like everything else in turbulent market environments, but there is still a long-term investment case for...

Slim Tail’s Refreshing Take on Past Performance

Stockholm (HedgeNordic) – Staying invested in stock markets over the long term (many, many years) has historically paid off, but occasional bear markets are...

No Intention of Swimming Naked

Stockholm (HedgeNordic) – Warren Buffett once said that “it’s only when the tide goes out that you discover who’s been swimming naked.” Stefan Åsbrink...

The Importance of Relative Value in Credit

Stockholm (HedgeNordic) – Capital Four Credit Opportunities of Danish sub-investment grade credit manager Capital Four has reached its ten-year anniversary at the beginning of...

No Guessing Games

Stockholm (HedgeNordic) – The ability of central banks to reverse an economic downturn appears limited as the global economy approaches the ends of both the...
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