Mon, Jan 26, 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. Commodities - Druckenmiller alums at PointState make $1 billion on oil, Andurand Capital sees oil sliding to $40[more]

    Druckenmiller alums at PointState make $1 billion on oil From Bloomberg.com: Hedge fund manager Zach Schreiber stood on stage at Avery Fisher Hall in New York eight months ago and made a bold prediction. “We believe crude oil is going lower -- much lower,” Schreiber, 42, told the audienc

  2. Investing - David Einhorn discloses a new position in Time Warner, Canyon trimming bets on mortgage bonds after making $7bn[more]

    David Einhorn discloses a new position in Time Warner From FTLeavenworthlamp.com: …Einhorn also disclosed a new position in Time Warner. "Since 2009, TWX has refocused its business into a collection of high quality assets including basic cable networks (Turner and CNN), a movie studio (

  3. Top performing private equity firms you should invest in[more]

    Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms. The 2014 HEC-DowJones Private Equity Performance Ranking

  4. Comment - Why invest in hedge funds if they don't outperform the market?[more]

    From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could

  5. Owen Li 'truly sorry' for blowing up $100m of hedge fund’s assets[more]

    From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March. "I take r