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Allocator Interviews

Latest news in alternatives

Concentrate. Focus. Engage.

Stockholm (HedgeNordic) – Accendo Capital’s activist approach to investing reflects a mix of diplomacy, entrepreneurial authority, and sometimes even aggressiveness in the pursuit of...

Upside Potential is Overrated. Downside Protection Underrated!

Stockholm (HedgeNordic) – Over the past several years, equity markets have been mostly powered by growth stocks, with expensive names becoming even more expensive...

Iterative Loop and Energy Transition

Stockholm (HedgeNordic) – Launched in the volatile market environment of last year’s fourth quarter, the Proxy Renewable Long/Short Energy fund has fared well since...

Here’s What my Teacher Says.

Stockholm (HedgeNordic) – Most value-oriented fund managers I’ve met say they were introduced to value investing by Benjamin Graham through his legendary book “The...

In an Arms Race for Returns

Stockholm (HedgeNordic) - It may sound counterintuitive, almost cynical, that the world’s first actively-managed UCITS fund focusing on global defence and security is managed...

AuAg Silver Bullet: Sweden’s Riskiest Fund?

Stockholm (HedgeNordic) – As the founder of a precious metals-focused fund back in 2016, Eric Strand (pictured) has now launched a new fund under his own...

If It’s Broken, Fix It!

Stockholm (HedgeNordic) – Many high-quality businesses are likely to face severe challenges at some point in their business lives. Some problems are short-lived and...

One Value Strategy, Two Sources of Alpha

Stockholm (HedgeNordic) – Value investing – buying stocks priced cheaply relative to fundamentals – has simply not worked for most investors over the last...

Sissener’s Broad Pathway to Alpha Generation

Stockholm (HedgeNordic) – Sissener Canopus ranks as one of the best-performing hedge funds in the Nordics, a feat achieved thanks to an opportunistic search...

The Rise of the Alternative Lender

Stockholm (HedgeNordic) – Alternative credit has evolved quite rapidly into a larger and growing asset class that is now receiving more attention from institutional...

Real Assets in Emerging and Frontier Markets

Stockholm (HedgeNordic) – The long-lasting low interest rate environment has been forcing institutional investors such as pension funds, insurers and others to turn to...

Oil Companies at the Crossroads

Stockholm (HedgeNordic) – Most large oil and gas companies around of the world are at the crossroads. These companies are facing the choice between...
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