Continuing confusion in markets caused by political and central bank interference plagues hedge funds

Feeling the beat

What song best describes markets for the first half of 2013?

Hans-Olov Bornemann, SEB
Like other trend-followers, we suffered from the “Hot-n-Cold” markets in 2012. However, in the last one to two months, the sun has been shining and our fund has been “Surfin’ USA”. In fact, our quantitative model is “Sailing” successfully with long positions in equities, bonds, short rates as well as riskier currencies. We are only steering clear of commodities where we continue to see “Smoke on the Water”.


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