From sleepless nights to wildest career experience: Covid-19 effects behind 98 percent return at Copenhagen-based hedge fund
Two Danes behind a thematic hedge fund managed to create impressive return in 2020. Returns were accelerated by the corona outbreak, one of the two co-founders and portfolio managers tells AMWatch. Going forward, they are positioning the fund for change in the interest rate and inflation regime.
When the Covid-19 pandemic hit, impact investment boutique Blueorchard designed a fund supporting entrepreneurs in developing markets battered by the virus. AMWatch quizzes the firm's impact chief about the Covid-19 fund and the growing impact rivalry among managers.