Proxy Renewable Long/Short Energy

Proxy P Management AB

Strategy Description

Proxy Renewable Long/Short Energy is an actively managed alternative investment fund that invests globally in public equities in the renewable energy and energy tech sector. The fund utilizes both long and short positions but always has a high positive net exposure. The investment strategy is based on a combination of a top-down thematic approach and a bottom-up fundamental value-oriented approach.  Macro, political, geographical and sector business fundamentals are considered to generate high conviction themes. Companies corresponding to the specific themes are being analyzed to find the best investment opportunities.

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureSICAV
Fund DomicileLuxembourg
Minimum Investment125,000 EUR
AUM -
Inception DateDec 2018
Management Fee0.75%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanyProxy P Management AB
AddressNorrlandsgatan 16
Stockholm, 111 43
Phone+46 8 121 47024
E-mail[email protected]
Websitewww.proxypm.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 -15.69 0.41 6.99 -2.32 10.49 -15.80 7.30 -6.52 8.40 -10.51
2023 7.91 -4.11 -1.52 -3.78 4.02 -1.41 -3.42 -2.49 -5.55 -11.13 -0.43 6.31 -15.86
2022 -4.82 14.25 0.29 -4.56 13.77 3.41 4.78 1.74 -6.05 -2.55 10.83 -6.32 24.09
2021 11.63 -2.76 0.57 -6.11 -6.50 9.01 -4.08 0.66 -1.79 14.53 -3.30 -12.11 -3.57
2020 2.37 7.45 -7.01 4.63 2.76 5.70 8.28 4.74 4.32 8.08 12.06 9.79 82.88
2019 14.31 5.35 -0.73 6.93 -3.62 5.79 2.41 1.82 -0.03 -2.07 1.97 7.50 45.85
2018 -7.40 -7.40

Portfolio Managers

 
No data filled

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -35.82% 17 0 02/2023 -
2 -19.11% 3 4 11/2021 05/2022
3 -14.15% 4 5 02/2021 10/2021
4 -8.45% 2 1 09/2022 11/2022
5 -7.40% 1 1 12/2018 01/2019

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return2.83%-0.20%-1.42%-1.13%-0.26%
% Positive66.67%50.00%50.00%37.50%44.44%
Avg. Pos. Period7.85%8.73%6.65%6.96%7.21%
Avg. Neg. Period-6.52%-8.21%-8.65%-5.54%-5.69%
Sharpe Ratio1.560.10-0.38-0.400.02
Sortino Ratio2.60-0.10-0.66-0.68-0.17
Monthly Volatility6.79%9.41%9.03%7.36%7.81%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 14.53%-15.80%1.39%1.20%8.40%55.71%
3 Months 37.34%-19.11%4.14%3.27%8.73%58.82%
6 Months 62.19%-26.96%8.56%5.22%-1.19%67.69%
1 Year 99.42%-34.26%19.34%19.38%-15.81%66.10%
2 Years 166.73%-33.97%51.05%41.79%-23.82%76.60%
3 Years 170.98%-23.96%75.46%102.94%-9.05%77.14%
5 Years 168.53%63.12%98.08%88.77%76.88%100.00%

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Chart not applicable - The program has no AUM data

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Strategy Description

Proxy Renewable Long/Short Energy is an actively managed alternative investment fund that invests globally in public equities in the renewable energy and energy tech sector. The fund utilizes both long and short positions but always has a high positive net exposure. The investment strategy is based on a combination of a top-down thematic approach and a bottom-up fundamental value-oriented approach.  Macro, political, geographical and sector business fundamentals are considered to generate high conviction themes. Companies corresponding to the specific themes are being analyzed to find the best investment opportunities.

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureSICAV
Fund DomicileLuxembourg
Minimum Investment125,000 EUR
AUM -
Inception DateDec 2018
Management Fee0.75%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanyProxy P Management AB
AddressNorrlandsgatan 16
Stockholm, 111 43
Phone+46 8 121 47024
E-mail[email protected]
Websitewww.proxypm.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 -15.69 0.41 6.99 -2.32 10.49 -15.80 7.30 -6.52 8.40 -10.51
2023 7.91 -4.11 -1.52 -3.78 4.02 -1.41 -3.42 -2.49 -5.55 -11.13 -0.43 6.31 -15.86
2022 -4.82 14.25 0.29 -4.56 13.77 3.41 4.78 1.74 -6.05 -2.55 10.83 -6.32 24.09
2021 11.63 -2.76 0.57 -6.11 -6.50 9.01 -4.08 0.66 -1.79 14.53 -3.30 -12.11 -3.57
2020 2.37 7.45 -7.01 4.63 2.76 5.70 8.28 4.74 4.32 8.08 12.06 9.79 82.88
2019 14.31 5.35 -0.73 6.93 -3.62 5.79 2.41 1.82 -0.03 -2.07 1.97 7.50 45.85
2018 -7.40 -7.40

Portfolio Managers

 
No data filled

Return Statistics

Last Month Return 8.40%
3 Month Return 8.73%
Year to Date Return -10.51%
12 Month Return -15.81%
36 Month Return -9.05%
Total Return Annualized 14.70%
Winning Months (%) 55.71%
Average Winning Month 6.50%
Average Losing Month -5.03%
Total Return Cumulative 122.53%

Risk Statistics (12M)

1 Year
Sharpe Ratio-0.38
Sortino Ratio-0.66
Sterling-0.49
Calmar-0.70
Skewness-0.56
Kurtosis-0.65
Maximum Drawdown-22.57%
Correlation vs S&P 5000.26
Annualized Volatility31.28%
Annualized Down. Deviation20.93%

Risk/Return Comparison

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -35.82% 17 0 02/2023 -
2 -19.11% 3 4 11/2021 05/2022
3 -14.15% 4 5 02/2021 10/2021
4 -8.45% 2 1 09/2022 11/2022
5 -7.40% 1 1 12/2018 01/2019

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return2.83%-0.20%-1.42%-1.13%-0.26%
% Positive66.67%50.00%50.00%37.50%44.44%
Avg. Pos. Period7.85%8.73%6.65%6.96%7.21%
Avg. Neg. Period-6.52%-8.21%-8.65%-5.54%-5.69%
Sharpe Ratio1.560.10-0.38-0.400.02
Sortino Ratio2.60-0.10-0.66-0.68-0.17
Monthly Volatility6.79%9.41%9.03%7.36%7.81%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 14.53%-15.80%1.39%1.20%8.40%55.71%
3 Months 37.34%-19.11%4.14%3.27%8.73%58.82%
6 Months 62.19%-26.96%8.56%5.22%-1.19%67.69%
1 Year 99.42%-34.26%19.34%19.38%-15.81%66.10%
2 Years 166.73%-33.97%51.05%41.79%-23.82%76.60%
3 Years 170.98%-23.96%75.46%102.94%-9.05%77.14%
5 Years 168.53%63.12%98.08%88.77%76.88%100.00%

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

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Data and information is provided for informational purposes only. Past performance is not necessarily indicative of future results.

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