Seahawk Credit Opportunities Fund – Factsheet February 2025
General Market Review In February the stock market performance was mixed as US stocks fell whereas European stocks outperformed. As growth concerns came up bond yields fell. On the geopolitical side, the focus in recent weeks has been on tariffs, as global trade...
Seahawk Equity L/S Fund – Factsheet January 2025
General Market Review US shares gained in January but lagged other regions as Chinese start-up DeepSeek challenged US leadership in artificial intelligence (AI). Eurozone shares began 2025 on a strong footing with gains in January outpacing other regions. The...
Seahawk Credit Opportunities Fund – Factsheet January 2025
General Market Review US shares gained in January but lagged other regions as Chinese start-up DeepSeek challenged US leadership in artificial intelligence (AI). Eurozone shares began 2025 on a strong footing with gains in January outpacing other regions. The...
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...
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...
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...
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...
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...
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...
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...