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Agriculture Special: Global hedge fund invests in small listed companies and returns 8.34% YTD, managers on the ethics of trading agricultural futures, believes soft commodity prices set to continue rising, Inflation winners: As food prices rise, growers to hedge funds are cashing in, India and Vietnam most vulnerable to impact of food price inflation – Lehmans, Food inflation to hit 43%: Schafer (video)
Wednesday, June 04, 2008

Opalesque Exclusive: Global hedge fund invests in small listed companies and returns 8.34% YTD, managers on the ethics of trading agricultural futures, believes soft commodity prices set to continue rising Benedicte Gravrand, Opalesque Geneva: Alexis Dawance, fund manager and partner at Zurich-based Global-Cap, an asset management that works on pioneering strategic approaches, talked to Opalesque about his long/short small cap equity hedge fund and about his position on agriculture. Mr. Dawance runs the firm with partner Victor Badin.

GlobalMicroCap The fund, GlobalMicroCap, identifies themes from a macro picture and invests, as the name suggests, globally (the managers travel extensively), in very small companies which are publicly listed and which are also neglected and pure play. The fund hedges by short selling ETFs and equities. Some of the current themes are

  • increase in the number of cars in China
  • light emitting diodes
  • adoption of solar energy
  • investment cycle in agriculture
  • re-rating of textile companies
  • increase in corporate spending on internet advertising.
The fund’s current biggest long allocation is in natural rubber plantations.

And some of the shorting themes are in

  • fall in US consumer discretionary spending
  • financials
  • food processors
“In 2006, we had negative expectations on financials and foresaw a bubble,” Mr. Dawance said.......................

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