General Market Review  Overall, global equity markets finished December on a positive note. European indices and emerging market equities delivered solid gains. In contrast, the US S&P 500 Index was broadly flat for the month, and the NASDAQ—home to many US...

General Market Review  Overall, global equity markets finished December on a positive note. European indices and emerging‑market equities delivered solid gains. In contrast, the US S&P 500 Index was broadly flat for the month, and the NASDAQ—home to many US...

General Market Review  November turned out to be a challenging month for risk assets, as investor sentiment weakened amid growing concerns about artificial intelligence and the broader technology sector. Market performance was mixed: the S&P 500 managed a modest...

Seahawk Equity Long Short Fund Seahawk Equity L/S Fund - Update November 2025 MTD (YTD) +0.91% (+18,73%) During November, the USD-S-fund share class was up by +0.91%. The 2025 YTD performance is at +18.73%. The annualized return since inception now stands at 12.81%....

General Market Review  November turned out to be a challenging month for risk assets, as investor sentiment weakened amid growing concerns about artificial intelligence and the broader technology sector. Market performance was mixed: the S&P 500 managed a modest...

Our quarterly note Q3 2025 is now available. We would like to share our wind turbine manufacturer outlook in the section “Quarterly Note Equity Investments”. Our “Quarterly Note Fixed Income Investments” gives a detailed overview of the Nordic High Yield...

Strong Outperformance Compared to Global Benchmarks   The sector-focused Long-Short strategy of the Seahawk Equity Long-Short Fund has demonstrated remarkable strength this year in an environment shaped by geopolitical tensions, weak momentum in the...

From USD 18 to 40 Billion The Nordic High-Yield (NHY) market has experienced a strong growth surge since 2019: the market value has risen from around USD 18 billion to roughly USD 40 billion – an increase of about 120%. Over the same period, the more established High...

Political Headwinds, but Stable Fundamentals   Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation of new seabed areas, global momentum in wind energy remains strong. Worldwide...

General Market Review  October was another strong month for risk assets; equities broadly continued their rally which was fueled by signals of easing in the US-China trade war. In that environment the S&P 500 rose 2.3% and the Stoxx Europe 600 advanced 2.5%. Apart...