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…

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%…

In FondsNieuws stond recent een artikel over Long Short fondsen. In dit artikel werd er ook specifiek aandacht gegeven aan het Altaica Sustainable Equity Long Short Fonds. https://www.fondsnieuws.nl/nieuws/wind-de-zeilen-voor-longshort-fondsen