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Altaica Sustainable Equity LS Fund, januari 2021 +0,12%.

By | Altaica Duurzame aandelen Long Short

The year 2021 started enthusiastic. In the first week of January we gained about 5%. In the second half the Reddit actions in especially GameStop influenced the markets significantly. Due to heavy losses on short positions, some very large and established hedge funds needs to make cash by selling their long positions. This violence drove markets down, especially the formerly best performing parts of the markets. Fundamentally this is offering excellent entrance possibilities to stocks which were earlier overpriced and overbought. We ended the month with a small positive result. By this we outperformed our benchmark by a small margin.   The madness in GameStop proved our strategy choice to do not short any individual share. The tail risk of…

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Altaica Alpha Strategies Fund, December +2.85% & YTD +6.22% (nl translation)

By | Altaica Alpha-strategieën

The positive result of 2.85% over December 2020 brings the 2020 performance on +6.22%. In this way we outperformed the international equity and bond markets significantly. This with a lower volatility. The fund proved to be an excellent diversifier in a classic portfolio of equities and bonds. Global Macro was the main contributor to the positive performance. Our Global Macro position was able to recover partly, +9.8%, from the significant losses in the previous months. In the basket Other investments we were amazed by the continuing strong performance of our Crypto Currency positions. However still relatively small positions in the portfolio the impact on the total result was strong. Bitcoin gained in December about 42% and Ethereum 16%. The other…

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Altaica Sustainable Equity Long Short Fund, December 2020 +4.91% & YTD +36.07% (nl translation)

By | Altaica Duurzame aandelen Long Short

The year 2020 was challenging in many ways. Especially the Covid-19 crisis influenced markets and businesses in an unprecedented way. On personal level many people globally suffered from the deadly impact of this virus. However the portfolio performed in an excellent way. We closed the year with another strong monthly performance of 4.9% in December. This brings the 2020 performance on +36%. We proudly see how our selection of sustainable companies outperformed the markets and our risk hedge kept the downside risk under control. The sustainable energy companies added 2.52% to the performance. Star performer of the portfolio was Daqo New Energy Corp (+31%), an Chinese solarpanel producer. Also the jump of Tesla and the Dutch company Alfen, both +21%…

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