Sun, Jul 5, 2015
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. Opalesque Exclusive: New systematic strategy managed alongside research firm outperforms S&P500[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging CTA manager explains how he runs his strategy, which is based on an index produced by a research firm. Peter Turk is head of

  2. Opalesque Exclusive: New systematic strategy embraces machine learning[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: The founder of a New York-based systematic trading firm, which offers a hybrid between alpha strategies and alternative feta at lower fees, describes his approa

  3. Larry Robbins' hedge fund Glenview buys 1m Tenet Healthcare shares[more]

    Komfie Manalo, Opalesque Asia: Glenview Capital Management said it bought an additional 979,482 shares at Tenet Healthcare Corp valued at $53.80 million, raising its stakes in the healthcare services company to 15.16%, reported

  4. Legal - Grayson’s hedge funds under scrutiny for possible ethics violations, Court rejects hedge fund’s motion to block merger of Samsung affiliates[more]

    Grayson’s hedge funds under scrutiny for possible ethics violations From Freebeacon.com: Rep. Alan Grayson is finding himself in hot water over managing hedge funds that bear his name, actions that are in possible violation of House ethics rules. Sitting members of Congress are prohibite

  5. Hedge funds decline in June as stocks tumble on Greek woes[more]

    From Bloomberg.com: Hedge funds posted losses across strategies last month as uncertainty over whether Greece will remain in the euro sent global stock markets tumbling. Winton Capital Management declined about 3.1 percent in June in its $12.1 billion Winton Futures Fund, leaving it down 1.9 percent

 

banner