Thu, Sep 18, 2014
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. SEC charges 19 investment firms and one trader for breach of Rule 105[more]

    Benedicte Gravrand, Opalesque Geneva: The Securities and Exchange Commission (SEC) started a push to enhance the enforcement of Rule 105 of Regulation M last year to uncover hedge funds and private equity firms that have illegally participated in an offering of a stock after short selling it duri

  2. Fund managers, bullish on Europe, anticipate monetary policy separation of Fed and ECB[more]

    Komfie Manalo, Opalesque Asia: At least 202 fund managers with $556bn of assets under management said that while the European Central Bank (ECB) has eased its monetary policy that sent sentiments towards Europe to pick up, the Fed is expected to hike its rate in the spring of 2015. Investor

  3. News Briefs - Limited partners of investment managers may be subject to self-employment taxes, Just one week left until NYC's Rocktoberfest[more]

    Limited partners of investment managers may be subject to self-employment taxes On September 5, 2014, the Internal Revenue Service (“IRS”) issued Chief Counsel Advice 201436049, concluding that members of an investment manager were subject to self-employment taxes with respect to their e

  4. Institutions - Adviser's faith in hedge funds unshaken by CalPERS' move Advisers weigh in on CalPERS’ decision, Gina Raimondo sees no reason to follow California’s lead, exit hedge funds, Danish pension funds step up 'alternative investments'[more]

    Adviser's faith in hedge funds unshaken by CalPERS' move From WSJ.com: Financial advisers who use hedge funds in their clients' portfolios say they aren't rethinking that approach after a huge California pension fund announced plans to exit the hedge-fund market. The decision by the Cali

  5. Short Selling - Notorious U.S. short-seller targets Alibaba[more]

    From Wantchinatimes.com: A notorious American short-seller appears to have "targeted" Chinese internet giant Alibaba on the eve of its historic public listing on the New York Stock Exchange, reports Chinese web portal Hexun. Alibaba's highly-anticipated listing on Friday could potentially be the big