In Alternative Views Hedgeweek®,goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Aline Carnizelo, CEO of Frontier Commodities. A $1bn + long/short commodity shop just two years after inception.
The differences in running a standalone fund over being an separate book at a large organisation (0:30); the decision to have one portfolio over a pod like structure (1:40); the current moment in commodities (4:18); Frontier's boots on the ground research (7:13); the importance of understanding supply and demand in China and having a local presence (10:50); Frontier's 'quantemental approach' (12:30); where the firm has generated significant returns in 2026 (15:30); the future growth of Frontier and potential capacity limits (18:15).
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