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.

INVESTMENTS

Altana’s distressed opportunities hedge fund sizes up equity and credit trades in “forgotten” oil services

Altana’s distressed opportunities hedge fund sizes up equity and credit trades in “forgotten” oil services

Altana Wealth, the credit, currency and special situations-focused hedge fund led by former Trafalgar Asset Managers co-founder Lee Robinson, is circling the restructuring and consolidation opportunities arising from the rebound in demand for oil and gas post-Covid.

INVESTMENTS

“Dig deeper”: Why Syz Capital is looking beyond hedge funds and private equity in hunt for uncorrelated returns

“Dig deeper”: Why Syz Capital is looking beyond hedge funds and private equity in hunt for uncorrelated returns

Investors must look beyond hedge funds and private equity in their quest for uncorrelated returns, according to Marc Syz (pictured), co-founder and managing partner at Syz Capital, who believes niche assets – such as litigation finance and life settlements – can offer investors improved portfolio diversification.

FUND PERFORMANCE

Hedge funds’ quarterly returns more than double as industry resurgence receives “strong vote of confidence”

Hedge funds’ quarterly returns more than double as industry resurgence receives “strong vote of confidence”

Hedge funds’ returns more than doubled from Q1 to Q2, as commodities-focused managers powered ahead on the back of the spring oil price surge, and larger funds’ gains outweighed smaller funds’ performance, new analysis by hedge fund asset administrator Citco shows.