Sun, Oct 23, 2016
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. M&A - U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga, Hedge fund Parvus shows hand, toppling William Hill merger deal[more]

    U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga From The fierce battle to buy Britain's biggest private equity group has come to an unexpected conclusion, with the original bidder walking away with the prize. SVG Capital has agreed

  2. Marc Lasry: Energy is still a phenomenal opportunity[more]

    From Distressed debt specialist Marc Lasry said energy debt is still a "phenomenal opportunity" because investors can get "massively overpaid" for the risk they take on. There are "huge opportunities" in the energy sector especially in restructurings, the Avenue Capital Group CEO said Tues

  3. Opalesque Exclusive: Ex-SAC manager re-emerges with market neutral hedge fund[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: A manager re-emerged from the SAC battleground last year to launch his own hedge fund under the umbrella of New York-based investment firm Endicott Group.

  4. North America - Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation, Billionaire hedge fund titans Dinan, Lasry on election, markets and best investment ideas[more]

    Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation From Kyle Bass, founder of Hayman Capital Management, on Wednesday warned that the U.S. is headed toward so-called stagflation. Stagflation is typically described as persistently high inflation and hi

  5. Macro hedge funds up 3.3% in one week on Fed and Brexit pays off[more]

    Komfie Manalo, Opalesque Asia: Hedge funds were boosted by the strong performance of global macro funds, with the Lyxor Global Macro Index gaining 3.3% as of the week ending Oct. 11 (-1.7% YTD), Lyxor Asset Management reported. Their short on the p