General Market Review  Global equity markets began 2026 on a positive note. Equities posted gains in January, with market leadership—similar to late December—broadening further and no longer concentrated solely in U.S. technology stocks. The strongest performance came...

General Market Review  Global equity markets began 2026 on a positive note. Equities posted gains in January, with market leadership—similar to late December—broadening further and no longer concentrated solely in U.S. technology stocks. The strongest performance came...

Our quarterly note Q4 2025 is now available. We would like to share the perspective of nuclear energy in the section “Quarterly Note Equity Investments”. Our “Quarterly Note Fixed Income Investments” discusses potential (re) – structuring and recovery scenarios of...

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...