In Alternative Views, Hedgeweek® goes behind closed doors with those in the know to get the latest on hedge funds. Today we speak to the CEO of Moreton Capital Partners, Les Finemore, who has recently launched a new commodities based fund located across Mexico and Abu Dhabi.
Les talks why the fund is launching now (0:55); the financialisation of commodity markets (2:10); allocator appetite for commodity exposure (4:47); how the fund is navigating events in the middle east (6:20); the market’s pricing of commodities (7:08); the funds highly systemised approach (9:00); supply chain disruption modelling (11:36); fund’s operations across Mexico and Abu Dhabi (12:40).
