Most equity markets have shown a solid performance during the month of September. After the drone attacks on the Aramco oil refinery in Saudi Arabia oil prices have shown a brief spike up to a level of $ 70/barrel (Brent)….
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…
Escalating trade tensions between the US and China (US raising tariffs on an additional $ 300 bn. of chinese imports and China raising tariffs on $ 75 bn. of US imports) coupled with the announcement of weak macro-economic data from…
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…
Most equity markets have held up well during the month of July showing marginal positive returns. On the other hand, energy commodities haven shown a slight correction. As the global demand outlook for oil became clouded the price of Brent…
Dear Investor, after the strong market correction in May most equity markets were able to recover during the month of June ahead of the G20 meeting in Osaka. After the Brent oil price fell from US$ 72 / barrel to…
The Seahawk Equity Long Short Fund will be launched on the 15th of May 2019. As a Luxembourg-domiciled UCITS-compliant fund the fund will be administred by IPConcept (Luxembourg) S.A., a wholly-owned subsidiary of DZ Privatbank S.A.. The fund is an…
Seahawk Investments has signed a distribution services agreement with S.E.A. Asset Management Pte. Ltd. Singapur as of the 7th of May 2019 S.E.A. Asset Management Pte. Ltd. Singapur 230 Orchard Road #10-232, Faber House, Singapore 238854 www.seagroup.com.sg S.E.A. Asset Management is…
Transport Capital Partner, Joshua Politis, will provide his strategic sector view on the energy-offshore segment to Seahawk Investments. Joshua joined Transport Capital in January 2019. He has 15 years of international experience working on 4 continents and a proven track…
Seahawk Investments GmbH is looking for a Junior Portfolio Manager (m/f/d). We are a start-up investment boutique based in Eschborn. Seahawk is majority-owned by Transport Capital, a dynamically growing investment and advisory firm with offices in Singapore, Hamburg and Athens….
Seahawk Equity L/S Fund – Factsheet September
15. October 2020Transport Capital expands in Europe
5. October 2020Webinar: The attraction of Shipping Equities
23. September 2020Seahawk Equity L/S Fund – Factsheet August
14. September 2020Shipping equity market outlook
10. September 2020