Fri, May 22, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Soft commodities catch the eye of investors in South Africa

Friday, December 21, 2012

Bailey McCann, Opalesque New York: Uys Meyer was one of the first short sellers in South Africa. He started shorting stocks in the country in the late 1990s and has sense become one of the leaders in this field. Now he’s moved into new product creation – building a first-of-its-type product in the South African market. He recently spoke about this product and his strategy in an Opalesque TV interview with Matthias Knab.

Meyer’s current firm BlueAlpha, recently launched the Polar Star Commodity Fund, which focuses on soft commodities. It is a non-directional fund focused on arbitrages in soft commodities across different exchanges.

"Most of these self-commodity products are produced in multiple of regions and have very same basic similarities, the supply and demand characteristics are quite different in all the regions and allows at times for big price variances that occurs from time-to-time," Meyer says. By using long range data Meyer is able to discover profitable pricing differences.

He explains that the pure supply and demand drivers of commodity prices will create lasting opportunities in this space. So far, Meyer has roughly $100m invested in the fund. "One of the things that we've been very cognizant about is the profile of the investors we've grown into the fund, and we are very deliberate in trying not to have an over-exposure to institutional investors - s......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Comment - Top hedge fund managers talk about how easy their jobs have gotten, BlackRock to Schroders warn of Argentina’s $20bn bond glut, The 35-year “investment supercycle” is drawing to a close, says Bill Gross, Gundlach: When the Fed starts hiking rates, 'GET OUT' of this asset class[more]

    Top hedge fund managers talk about how easy their jobs have gotten From Businessinsider.com.au: Time was, before the financial crisis hit, corporate boards treated multi-billion dollar hedge fund managers like Jehovah’s Witnesses pounding on their doors and flashing bibles. But no more.

  2. T Rowe's challenge to Dell deal may fuel critics of 'appraisal'[more]

    From Reuters.com: An increasingly popular tactic used by hedge funds and others to extract more money from buyouts could soon face a major courtroom test when a big investor in Dell Inc may argue that it should be paid a higher price for the 2013 acquisition of the PC maker. The strategy, known as "

  3. News Briefs - Ergen says LightSquared plan unfairly favors hedge funds, Why hedge fund managers make good advisory clients, I learned a lot about dad-bros after spending 4 days in Vegas with 2,000 hedge funders[more]

    Ergen says LightSquared plan unfairly favors hedge funds LightSquared Inc.’s bankruptcy plan gives hedge funds that invested in the broadband company a leg up while blocking telecommunications firms from competing with it, a fund owned by Dish Network Corp. Chairman Charles Ergen said in

  4. Opalesque Exclusive: Ovation Partners targets opportunities where few "natural lenders" participate[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Changes in financial regulations post-2008 (Dodd-Frank and Basel III) are forcing banks to significantly alter their core lending businesses. And as mid-sized

  5. Opalesque Exclusive: A lot of hedge fund investors are beginning to recognise the need for ongoing cyber threats monitoring[more]

    Benedicte Gravrand, Opalesque Geneva: Corporate Resolutions Inc. recently formed a strategic partnership with iThreat Cyber Group. The two companies have worked together for years, assisting clients when challenging

 

banner