MANAGER INSIGHTS

How EJF Capital is positioning for inflation as central bank moves recalibrate market dynamic

How EJF Capital is positioning for inflation as central bank moves recalibrate market dynamic

EJF Capital, which invests long-only and long/short in both equities and credit across the financial services spectrum, believes it is well-placed to navigate the evolving investment landscape, as inflation looms large over markets and the European Central Bank begins winding down its emergency bond-buying pandemic support programme.

FUND PERFORMANCE

Energy hedge fund Westbeck’s momentum halted, as rising Covid cases send oil equities into retreat

Energy hedge fund Westbeck’s momentum halted, as rising Covid cases send oil equities into retreat

Energy-focused hedge fund manager Westbeck Capital Management’s flagship strategy has suffered its first monthly loss in eight months, after surging coronavirus rates in China, Europe and North America dented oil markets – but the fund remains up more than 70 per cent since the start of the year.