Seahawk Equity L/S Fund – Factsheet May

General Market Review  Both equity and bond markets have shown positive returns in the month of May, as market participants were optimistic about potential rate cuts starting this summer. Global bonds have generated positive returns. Expectations about falling...

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Seahawk Equity L/S Fund – Factsheet April

General Market Review  Global equity market dropped during the month of April with broad based weakness across most regions and sectors. Concerns over persistent inflation have led to a pushback of both the global bond and equity markets. On the other hand, the US...

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Seahawk welcomes its new Senior Portfolio Manager

Seahawk Investments GmbH hereby announces a new senior hire. Benedikt Schröder. joined Seahawk Investments GmbH as a Senior Portfolio Manager in April 2024. Benedikt’s particular expertise is in the area of high-yield bonds. At Seahawk Investments he is presently...

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Seahawk Equity L/S Fund – Factsheet March

 General Market Review  Global equity markets had a solid month in March as investors continue to expect a soft landing of the US economy. Moreover, expectations are high that Artificial Intelligence will lead to productivity and corporate profit gains. Despite...

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Seahawk Investments GmbH – Lipper Award winner

We are pleased to announce that Seahawk Investments GmbH has been awarded the prestigious Lipper Award in Europe by Refinitiv in the category: 2024 Lipper Fund Awards in the segment “Alternative Long/Short Equity Global” (3 years) in Germany, Switzerland, and Europe....

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Seahawk Equity L/S Fund – Factsheet February

General Market Review  Global equity markets had a strong month in February, as the US economy has proven to be resilient. Moreover, better than expected earnings reports have supported equity markets. On the other hand, elevated inflation rates have put the bond...

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Seahawk Equity L/S Fund – Factsheet January

General Market Review Global Equities rose modestly during the month of January while long-term interest rates were mostly flat. The US 10-yr government bond yield was unchanged at 3.9% at month end whereas German 10-yr Bunds increased slightly from 2.0% to 2.2%. In...

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Seahawk Equity L/S Fund – Factsheet December

General Market Review Global Equities have shown further strength during the month of December as bond yields have further declined. The US 10-yr government bond yield declined from 4.3% to 3.9% at month end whereas German 10-yr Bunds declined from 2.4% to 2.0% as...

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Seahawk Equity L/S Fund – Factsheet November

General Market Review Moderating inflation data lead to a sharp decline in bond yields. The US-10 yr-treasury yield fell sharply by ca. -60bps throughout the month to a level of 4.3%. Global equity markets saw a rally with investors expecting monetary easing. In the...

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Seahawk Equity L/S Fund – Factsheet October

General Market Review Global stock markets dropped again during the month of October as bond yields rose sharply in the US and heightened geopolitical uncertainty weighed on the market. In the US inflation rates came in higher than expected with headline inflation and...

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