{"id":2807,"date":"2020-07-15T11:49:20","date_gmt":"2020-07-15T09:49:20","guid":{"rendered":"https:\/\/www.seahawk-investments.com\/?p=2807"},"modified":"2022-09-21T10:27:02","modified_gmt":"2022-09-21T08:27:02","slug":"seahawk-equity-l-s-fund-factsheet-june","status":"publish","type":"post","link":"https:\/\/seahawk-investments.com\/lang-en\/2020\/07\/15\/seahawk-equity-l-s-fund-factsheet-june\/","title":{"rendered":"Seahawk Equity L\/S Fund \u2013 Factsheet June"},"content":{"rendered":"<p>The broad equity markets have shown positive returns during the month of June. The end of the lock-down coupled with increased domestic air traffic in the US has triggered a sentiment-driven rally in aviation stocks. Within this segment the fund was positioned with a slightly net-positive weight, as we see increased equity dilution risk. Within shipping individual segments had a strong dispersion. Increased iron ore demand has pushed Capesize rates from $ 3k\/day to $ 30k\/day by month end. Additional dry bulk exposure was added. On the other hand, ongoing OPEC + production cuts and unwinding crude storage have pushed VLCC rates down from $ 64k\/day to $ 21k\/day. Dry bulk stocks have been a positive contributor whereas tanker stocks a negative contributor. The overall fund result was neutral. Hedging positions were mixed. Short positions in the aviation segment have been a negative contributor whereas a short position in the shipping segment has been a positive contributor.<\/p>\n<p>For more information you can find our latest <a href=\"https:\/\/www.seahawk-investments.com\/wp-content\/uploads\/Seahawk-Equity-Long-Short-Fund-USD-S-30.06.2020-EN.pdf\">Factsheet &#8211; Jun 2020 <\/a> \u00a0for the month of June 2020.<\/p>\n<p>Seahawk Investments GmbH<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The broad equity markets have shown positive returns during the month of June. The end of the lock-down coupled with increased domestic air traffic in the US has triggered a sentiment-driven rally in aviation stocks. Within this segment the fund was positioned with a slightly net-positive weight, as we see increased equity dilution risk. Within [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[22],"tags":[],"class_list":["post-2807","post","type-post","status-publish","format-standard","hentry","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Seahawk Equity L\/S Fund \u2013 Factsheet June - Seahawk Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/seahawk-investments.com\/lang-en\/2020\/07\/15\/seahawk-equity-l-s-fund-factsheet-june\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Seahawk Equity L\/S Fund \u2013 Factsheet June - Seahawk Investments\" \/>\n<meta property=\"og:description\" content=\"The broad equity markets have shown positive returns during the month of June. The end of the lock-down coupled with increased domestic air traffic in the US has triggered a sentiment-driven rally in aviation stocks. Within this segment the fund was positioned with a slightly net-positive weight, as we see increased equity dilution risk. 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