London-based hedge fund Svelland Capital, led by Tor Svelland, regularly provides valuable insights focused on tankers and the energy sectors in its letters. These industries are often not discussed enough, so Hedge Fund Alpha has the opportunity to analyze their valuable points of view.
After a solid 2024 when the fund delivered 11.12% gains, 2025 has been nothing short of difficult. YTD gains for 2025 are at -10.32%, mostly as a result of troublesome February (-4.22%) and March (-6.21%). April also brought negative returns (-0.94%), but there are positive signs coming from several fronts.
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April Commentary
In April, trading Brent crude oil futures,...
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