Svelland Capital is a UK-based alternative investment company focused on long/short equity investment strategy. The interest of their research and capital allocation is across commodity futures, freight derivatives, and commodity-related equities. The approach is flexible and dependent on the particular case. It can be directional (long/short), relative value, or using options.
Performance And Contributors
From their latest letter obtained by Hedge Fund Alpha, Svelland delivered a 1.8% gain in October, raising their YTD returns to 13.56%. Positive contributors to performance came from gold, oil, offshore drilling, energy transition, shipping, and index hedges. Detractors came from LNG, and metal mining and refining.
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
