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Hedge Funds

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The Emerging Markets Revival and the Case for Systematic, Diversified Exposure

Eugeniu Guzun -
Emerging market equities outperformed developed markets in 2025 for the first time in several years, prompting investors to reassess the strategic role of the...

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...
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