A long-beleaguered portion of the hedge fund industry has gotten a boost in 2022: CTAs. And yes, even investors are extolling commodities as a growing segment of their own portfolios, thanks to ongoing inflation.
A good number of commodities funds remain up double-digits for the year, which showcases the strategy’s low historical correlation to stock markets. But add in rising inflation, and the investor optimism seems reasonable.
“We are focused on commodities managers who can trade both directionally and relative value, seeking alpha and tactical beta, with a disciplined risk framework,” wrote . . .
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