In Alternative Views, Hedgeweek® goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Vincent Ijaouane, Founder and CIO of Vigama Capital, whose European equity long/short fund has generated strong returns while equities have been in the red.
The current volatile environment (0:48); the funds market neutral construction (2:03); the definition of a strategy within the fund framework (3:20); how macro feeds into the idea generation (4:55); the rationale behind the fund being sector agnostic (5:46); the selling of options and never buying volatility (7:20); the main drivers of resilience within the portfolio (8:55); current allocator sentiment (11:20); the appetite for SMA’s (13:55); the market environment over the coming months (15:25).
