Svelland Capital is a UK-based long/short equity and commodity investment company focused on the Scandinavian market. In their latest March letter, the company reported a loss of 6.21% for the past month. The company traded in oil and oil-related commodities, generating both profits and losses.
Tariffs pushed some of the crucial equities to the curve, while the company still strongly believes they are undervalued and oversold. LNG, tankers, and resource-oriented equities were detractors in the portfolio, while gold, index hedges, and energy transition investments were traded at a profit and loss.
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Base metals generated profits in February, but in March, as a result of tariffs, there was underperformance. Copper...
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