Issued by: Xuemin Jia, MSc, Seahawk Investments GmbH Hubertus Clausius, MBA, CFA, Seahawk Investments GmbH Joshua Politis, MBA, Transport Capital Septermber 10, 2020 Executive summary The shipping industry is highly cyclical in nature. The rapid expansion before the global financial…
Issued by: Joshua Politis, MBA 3rd of July 2020 “The energy industry that emerges from this crisis will be significantly different from the one that came before,” Fatih Birol, IEA’s executive director. Executive Summary: The International Energy Agency (IEA),…
Issued by Xuemin Jia, Msc, Seahawk Investments GmbH Executive summary: COVID-19 has thrown the global airline industry into the darkest period in history – due to the rapid, massive spread of the virus, almost all countries have imposed lockdown and…
Issued by: Thang Do, MSc Seahawk Investments GmbH Executive Summary The Liquified Natural Gas (LNG) Market will play an important role in tomorrow’s energy market as both gas and renewables are becoming the strongest growing energy segments in the years…
Executive Summary The shipping industry has gone through a typical boom-bust-cylce over the past 10 years and the year 2016 can be seen as the low point. Since then operational profitability of shipping companies has improved significantly and the industry…
Issued by: Thang Do, MSc Portfolio Manager Seahawk Investments GmbH 1. IMO 2020 and new requirements The International Maritime Organisation (IMO) will enforce a new 0.5% global sulphur cap on fuel content from 1st of January 2020, lowering the present…
09.11.18 SECTOR REVIEW AND OUTLOOK ENERGY Performance Review In 2018, exploration and production companies and the big integrated oil companies were able to capitalise on the continued recovery of the oil price. In addition, European oil services companies have shown…
Seahawk Equity L/S Fund – Factsheet December
5. January 2021Seahawk Equity L/S Fund – Factsheet November
1. December 2020Videocast CapInside – Seahawk Equity Long Short Fund
20. November 2020Videocast Capinside – Seahawk Equity Long Short Fund
20. November 2020Seahawk Equity L/S Fund – Factsheet October
16. November 2020