Sun, Feb 7, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Root Global Opportunities bets on 'powerful trends' in agricultural commodities

Monday, July 29, 2013

amb
Allen Root
Benedicte Gravrand, Opalesque Geneva for New Managers:

The agricultural commodities market might gyrate enough to make many investors break into a sweat, but those who keep their eyes on the cycles and the context can remain cool this summer. An emerging hedge fund manager explains why.

Allen Root has spent the last twelve years running long/short hedge funds, the last one at Altima Partners which he joined in 2009. There, he ran the public investing portion of their agricultural sector fund. When Altima closed their New York office in 2011, Root started organising his own hedge fund, Root Capital, which would be a re-launch of the agriculture sector portfolio he used to manage.

He stuck to the strategy because he believes that some of the trends that are going on in agricultural markets are powerful and sustainable.

"We like to use the analogy: China joined the WTO in 2001, and around 2003 we got this great boom super cycle and industrial commodities," he explained to Opalesque, "Iron ore, steel and copper, all inflated and achieved new highs. The world was rearranged in terms of the cost curve as the Chinese industrialized and built their infrastructu......................

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. How Einhorn survived a nightmare year[more]

    From Bloomberg.com: Even when a hedge fund has an awful year, which was the case for David Einhorn's Greenlight Capital, there are lessons to be learned. Many funds would have had a tough time surviving a year like Einhorn experienced in 2015, when all the stars seemed to align against him and Green

  2. Legal - Hedge fund founder wins early release in U.S. insider trading case, Gramercy seeking $1.3 billion from Peru over land-bond dispute[more]

    Hedge fund founder wins early release in U.S. insider trading case From Reuters/Streetinsider.com: Former hedge fund manager Doug Whitman on Tuesday won a reprieve from serving the remainder of his two-year sentence for insider trading after several judges expressed skepticism that his 2

  3. Investing - David Einhorn finds a winner in Michael Kors[more]

    From Thestreetinsider.com: Greenlight Capital hedge fund manger David Einhorn took his lumps in 2015. The fund lost over 20 percent on the year amid bets gone bad being long a plunging SunEdison and short a couple high-flying FANG stocks. However, today Einhorn is again showing his stock picking pro

  4. Investing - Avenue Capital's Marc Lasry: We like European bank loans, Comment: A bunch of hedge fund managers are chasing the 'dream of crushing a major structural problem'[more]

    Avenue Capital's Marc Lasry: We like European bank loans From CNBC.com: European banks are under immense pressure, but at least one prominent hedge fund has found what it thinks is a good opportunity in the wreckage. Marc Lasry, co-founder and chief executive of hedge fund Avenue Capital

  5. Computer-driven hedge funds make money during January’s selloff[more]

    Komfie Manalo, Opalesque Asia: Commodity trading advisers (CTAs) that use computer programs to guide how they trade, made millions of dollars during last month’s market selloff on the back of declining oil prices and global equities and big moves in currencies. Data provider