Hedge funds which generated striking returns in volatile energy markets last year are now preparing for a major rebound in oil in 2021, with post-vaccine travel demand, potential inflation hedges, and surging emerging markets growth all combining to push prices higher this year and beyond.
Energy hedge fund Westbeck eyes “spectacular” oil market rebound following Covid vaccine breakthrough
London-based energy hedge fund Westbeck Capital’s high-flying flagship strategy was brought back down to earth during a dismal October – but the oil-focused fund is staging a November fightback following news of a Covid-19 vaccine breakthrough.
A victory for Joe Biden in next month’s US presidential election may “counter-intuitively” help boost global oil markets, according to London-based energy-focused hedge fund Westbeck Capital.
London-based oil-focused hedge fund Westbeck Capital’s flagship energy strategy suffered its biggest loss this year in last month’s violent market sell-off, shedding 15.2 per cent as its long oil equity positions were sent into a tailspin.
London-based oil-focused hedge fund Westbeck Capital suffered a small dip in July after failing to capitalise on strong oil equities returns – but the strategy still remains up almost 70 per cent so far this year, with the firm now strongly bullish on an imminent price surge.
Energy hedge fund Westbeck sees “big opportunity” in oil equities following stellar first-half performance
Westbeck Capital, a London-based oil-focused hedge fund, continues to generate stellar double-digit returns in 2020’s lively energy markets, and believes short-term mis-pricings in oil equities offers further buying opportunities ahead of a potential price recovery later this year.
Oil hedge fund Westbeck bullish on further energy price recovery after volatile markets sends returns soaring
Westbeck Capital Management, the London-based long/short energy specialist hedge fund, is positioning for a continued recovery in oil and oil equities after making bumper returns amid frenzied markets during the first six months of the year.
CF Partners Capital Management, a London-based energy-focused hedge fund, is betting on a continued price recovery in energy markets heading into the second half of 2020.
The advent of negative prices for the US West Texas Intermediate (WTI) oil benchmark will further squeeze growth and investment in the Permian basin, potentially heralding a sharp slide in US natural gas exports, according to Horseman Capital Management.
Muzinich & Co’s Clint Comeux, portfolio manager, and Carl DeMuth, senior energy analyst, look at what the oil price correction can mean for energy credits…