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...

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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...

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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...

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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...

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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...

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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...

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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 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 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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