Leandro Gastaldi News Today

Excluding all ‘old world’ players won’t cut it, so how can fund managers tap oil and gas giants as part of a meaningful energy transition?

As sustainability became the market darling, Leandro Gastaldi stuck to his long-term thesis on oil in a pandemic-led marketplace and returns have rallied as a result.

It is important to recognise that although it is short-term in nature, there have been some stand-out performances from fund managers in 2021.

Fund managers at Blue Quadrant and 36ONE discuss their Long-Short Hedge strategies and how investors can benefit from them.

South Africa’s top-performing equity fund has reaped the benefit of a wager that battered stocks, particularly in the energy sector, would flourish as…

And that bet on energy stocks will remain in place. 

South Africa’s top-performing equity fund has reaped the benefit of a wager that battered stocks, particularly in the energy sector, would flourish as economies rebounded from the worst of the pandemic.