Seahawk Credit Opportunities – Factsheet December 2024

General Market Review  Equities traded mostly sideways until December 18, when the Fed cut interest rates and adjusted its 2025 policy outlook. The 0.25% cut was expected, but the Fed’s revised guidance indicated fewer rate cuts are coming in 2025 than previously...

read more

Seahawk Equity L/S Fund – Factsheet December 2024

General Market Review  Equities traded mostly sideways until December 18, when the Fed cut interest rates and adjusted its 2025 policy outlook. The 0.25% cut was expected, but the Fed’s revised guidance indicated fewer rate cuts are coming in 2025 than previously...

read more

Seahawk Credit Opportunities – Factsheet November 2024

General Market Review  The outcome of the US election has been at the centre of every discussion in November. The new administration was expected to set the following policy themes on the agenda: fiscal and tax policy, immigration controls and tariffs. A key question...

read more

Seahawk Equity L/S Fund – Factsheet November 2024

General Market Review  The outcome of the US election has been at the center of every discussion in November. The new administration was expected to set the following policy themes on the agenda: fiscal and tax policy, immigration controls, and tariffs. A key question...

read more

Financial Planning Forum 2024

We presented our Seahawk Credit Opportunities Fund at the 20th FinancialPlanning Forum 2024 in Berlin, Our Senior Portfolio Manager Benedikt Schroeder, CAIA, introduced our latest product, which was very well received by financial experts and colleagues. We were at...

read more

Seahawk Credit Opportunities Fund

Seahawk Credit Opportunities Fund On October 15th , we launched the new Seahawk Credit Opportunities Fund: An exciting extension of our proven investment strategy, already successfully applied in the Seahawk Equity Long/Short Fund. This approach aims to generate...

read more

Seahawk Equity L/S Fund – Factsheet October 2024

General Market Review  Most international equity markets fell during the month of October. Sluggish growth particularly outside the United States remained the primary concern for investors. Uncertainty ahead of the US presidential elections was heightened. The...

read more

Insight News – Oil Services

In the last three months the oil market has experienced downward pressure. Lower oil prices have impacted the oil services sector. In the below article we would like to highlight the key developments as well as the fundamentals of the oil services sector. Stock Market...

read more

Seahawk Equity L/S Fund – Factsheet September 2024

General Market Review  The month of September was lined with several central bank decisions. The most important one was the FED’s decision to cut its key policy rate by 0.5% bringing down the effective rate under 5%. Nonetheless, this decision was already expected by...

read more

Seahawk Equity L/S Fund – Factsheet August 2024

General Market Review  In early August US-recession fears have resurfaced as softer-than-expected economic growth data was followed by a weak employment report. As the Bank of Japan (BoJ) has decided to raise its key benchmark rate the Japanese Yen continued to...

read more