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.
