Svelland Global Trading Fund

Svelland Capital

Strategy Description

Svelland Global Trading Fund (the “Fund”) is a fundamental, absolute return trading strategy focused on the commodity complex. The Fund's investment objective is to deliver superior net returns to investors in all market conditions with low or negative correlation to listed equity and fixed income markets. The team will leverage their long experience in commodities to benefit from structural tailwinds driving value in the sector. These include an inexorable transition to a renewable energy future and managing geopolitical shocks and risks in energy interdependence. The fund seeks to add alpha through deep fundamental research, its extensive network of commodity and freight market intelligence and proven commodities risk-taking experience of the team. The Fund brings a profound knowledge of the entire commodities supply chain and expresses asymmetric risk positions across commodity futures, freight derivatives, and commodity-related equities. The broad mandate allows the team flexibility in terms of how it wishes to express its views - directionally, relative value or often with options where appropriate.

Fund Information

General Information

NHX CategoryDiversified
NHX CountryNorway
Legal StructureFund
Fund DomicileCayman Islands
Minimum Investment3,000,000 USD
AUM388M USD
Inception DateAug 2017
Management Fee1.75%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanySvelland Capital
Address9 Bressenden Place, Victoria
London, SW1E 5BY
Phone+44 204 549 2204
E-mail[email protected]
Websitewww.svelland.com
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 1.30 1.90 2.21 3.40 -0.23 0.54 1.50 -1.61 2.04 11.51
2023 4.49 4.61 -0.72 -0.90 -3.25 0.57 3.22 -1.21 0.05 -4.62 4.08 4.18 10.41
2022 0.33 8.53 15.02 -2.53 2.06 -2.74 4.42 0.50 -0.81 9.52 5.51 0.62 46.66
2021 2.62 -1.17 3.30 2.73 2.67 -0.88 -6.96 5.93 14.61 5.26 0.35 4.22 36.20
2020 -13.62 3.10 24.95 -9.26 -2.98 4.13 1.73 -1.68 7.93 3.52 7.24 7.88 31.89
2019 -8.80 0.92 -2.75 10.72 -16.38 13.38 4.03 -1.62 -0.75 25.12 -3.19 10.67 27.94
2018 -3.16 6.23 -8.99 1.07 3.75 -0.97 0.88 -1.40 4.50 3.20 -9.67 -10.18 -15.38
2017 12.21 0.96 9.03 -2.57 -1.70 18.30

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 -32.84% 19 7 11/2017 12/2019
2 -13.62% 1 2 01/2020 03/2020
3 -11.96% 2 5 04/2020 10/2020
4 -7.78% 2 2 06/2021 09/2021
5 -6.85% 8 2 03/2023 12/2023

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return0.63%0.93%1.20%1.51%1.93%
% Positive66.67%66.67%75.00%70.83%72.22%
Avg. Pos. Period1.77%1.87%2.35%2.93%3.48%
Avg. Neg. Period-1.61%-0.92%-2.15%-1.79%-1.86%
Sharpe Ratio1.392.021.771.791.83
Sortino Ratio2.354.842.934.185.56
Monthly Volatility1.61%1.61%2.39%3.00%3.77%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 25.12%-16.38%1.89%1.40%2.04%63.95%
3 Months 34.05%-26.01%5.39%4.48%1.90%73.81%
6 Months 49.17%-25.57%10.98%9.53%5.69%77.78%
1 Year 69.11%-28.58%24.20%26.65%15.32%82.67%
2 Years 128.44%-15.67%66.06%75.92%43.15%88.89%
3 Years 245.51%16.45%125.32%124.47%98.78%100.00%
5 Years 388.76%156.13%243.96%214.69%334.80%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.

Strategy Description

Svelland Global Trading Fund (the “Fund”) is a fundamental, absolute return trading strategy focused on the commodity complex. The Fund's investment objective is to deliver superior net returns to investors in all market conditions with low or negative correlation to listed equity and fixed income markets. The team will leverage their long experience in commodities to benefit from structural tailwinds driving value in the sector. These include an inexorable transition to a renewable energy future and managing geopolitical shocks and risks in energy interdependence. The fund seeks to add alpha through deep fundamental research, its extensive network of commodity and freight market intelligence and proven commodities risk-taking experience of the team. The Fund brings a profound knowledge of the entire commodities supply chain and expresses asymmetric risk positions across commodity futures, freight derivatives, and commodity-related equities. The broad mandate allows the team flexibility in terms of how it wishes to express its views - directionally, relative value or often with options where appropriate.

Fund Information

General Information

NHX CategoryDiversified
NHX CountryNorway
Legal StructureFund
Fund DomicileCayman Islands
Minimum Investment3,000,000 USD
AUM388M USD
Inception DateAug 2017
Management Fee1.75%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanySvelland Capital
Address9 Bressenden Place, Victoria
London, SW1E 5BY
Phone+44 204 549 2204
E-mail[email protected]
Websitewww.svelland.com
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 1.30 1.90 2.21 3.40 -0.23 0.54 1.50 -1.61 2.04 11.51
2023 4.49 4.61 -0.72 -0.90 -3.25 0.57 3.22 -1.21 0.05 -4.62 4.08 4.18 10.41
2022 0.33 8.53 15.02 -2.53 2.06 -2.74 4.42 0.50 -0.81 9.52 5.51 0.62 46.66
2021 2.62 -1.17 3.30 2.73 2.67 -0.88 -6.96 5.93 14.61 5.26 0.35 4.22 36.20
2020 -13.62 3.10 24.95 -9.26 -2.98 4.13 1.73 -1.68 7.93 3.52 7.24 7.88 31.89
2019 -8.80 0.92 -2.75 10.72 -16.38 13.38 4.03 -1.62 -0.75 25.12 -3.19 10.67 27.94
2018 -3.16 6.23 -8.99 1.07 3.75 -0.97 0.88 -1.40 4.50 3.20 -9.67 -10.18 -15.38
2017 12.21 0.96 9.03 -2.57 -1.70 18.30

Portfolio Managers

 
No data filled

Return Statistics

Last Month Return 2.04%
3 Month Return 1.90%
Year to Date Return 11.51%
12 Month Return 15.32%
36 Month Return 98.78%
Total Return Annualized 21.98%
Winning Months (%) 63.95%
Average Winning Month 5.26%
Average Losing Month -4.11%
Total Return Cumulative 315.37%

Risk Statistics (12M)

1 Year
Sharpe Ratio1.77
Sortino Ratio2.93
Sterling1.05
Calmar3.32
Skewness-1.31
Kurtosis2.74
Maximum Drawdown-4.62%
Correlation vs S&P 5000.37
Annualized Volatility8.28%
Annualized Down. Deviation6.35%

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 -32.84% 19 7 11/2017 12/2019
2 -13.62% 1 2 01/2020 03/2020
3 -11.96% 2 5 04/2020 10/2020
4 -7.78% 2 2 06/2021 09/2021
5 -6.85% 8 2 03/2023 12/2023

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return0.63%0.93%1.20%1.51%1.93%
% Positive66.67%66.67%75.00%70.83%72.22%
Avg. Pos. Period1.77%1.87%2.35%2.93%3.48%
Avg. Neg. Period-1.61%-0.92%-2.15%-1.79%-1.86%
Sharpe Ratio1.392.021.771.791.83
Sortino Ratio2.354.842.934.185.56
Monthly Volatility1.61%1.61%2.39%3.00%3.77%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 25.12%-16.38%1.89%1.40%2.04%63.95%
3 Months 34.05%-26.01%5.39%4.48%1.90%73.81%
6 Months 49.17%-25.57%10.98%9.53%5.69%77.78%
1 Year 69.11%-28.58%24.20%26.65%15.32%82.67%
2 Years 128.44%-15.67%66.06%75.92%43.15%88.89%
3 Years 245.51%16.45%125.32%124.47%98.78%100.00%
5 Years 388.76%156.13%243.96%214.69%334.80%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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