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Hedge Funds

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From Market Neutral to Long-Biased: Coeli Energy Opportunities at Three Years

Eugeniu Guzun -
After years of running energy-focused market-neutral strategies, portfolio managers Vidar Kalvoy and Joel Etzler pivoted to a long-biased long/short approach in early 2023 with...

Atlas Global Macro’s Commodity Conviction Delivers a Comeback

Eugeniu Guzun -
Macro hedge fund Atlas Global Macro, co-managed by CIO Lars Tvede and portfolio managers Jakob Due and Jakob Sabroe, had significant exposure to Russian...

Nordea’s Rates Strategy Turns Relative Value into Strong Returns

Eugeniu Guzun -
A supportive market backdrop and improving investor risk appetite in 2025 led to tightening spreads in covered bonds, providing a strong tailwind for Danish...
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