Sentat Event Driven ends 2011 ahead of peers with Nordic-focused approach

January 26, 2012  


Former Alfred Berg equity broker Sten Berggren’s fledgling event-driven fund has completed its first year of trading with a strong return in a generally poor year for European event-driven strategies – and the manager is confident that his views on Nordic companies will continue to bear fruit in 2012


Sten Berggren
The past couple of years have seen event-driven funds receiving high levels of investor interest, and event-driven managers have generally been bullish about the potential opportunities to be exploited by their strategies.

A panel of specialists at the EuroHedge Summit in Paris last May were convinced that this was a good time for event-driven, citing the likelihood of organic company growth and an increase in M&A activity in the near-term.

But if...

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Data

Indices April 2012 European regional fund

Composite
Index Composite
EuroHedgeApr 12YTD%
Composite-0.13%2.69%78%
Convertible & Equity Arbitrage EUR0.11%4.63%50%
Convertible & Equity Arbitrage USD0.39%5.87%82%
Credit EUR0.36%6.37%84%
Credit USD-0.01%3.58%85%
Currency-0.13%2.07%62%
Emerging Market Debt USD0.04%2.69%86%
Emerging Market Equity USD-0.43%4.65%61%
Equity Market Neutral & Quantitative Strategies EUR0.24%1.12%72%
Equity Market Neutral & Quantitative Strategies USD-0.55%0.96%83%
European Equity EUR0.14%3.62%74%
European Equity GBP0.22%3.80%60%
European Equity Nordic0.20%3.99%78%
European Equity USD0.23%3.77%71%
Event Driven EUR-1.27%4.32%83%
Event Driven USD-0.40%3.52%79%
Fixed Income EUR-0.33%1.57%60%
Fixed Income USD0.10%1.12%93%
Global Equity EUR-0.85%3.81%81%
Global Equity USD-0.38%4.25%74%
Macro EUR-0.02%1.51%75%
Macro USD-0.25%1.44%78%
Managed Futures EUR-0.15%-0.27%85%
Managed Futures USD-0.22%-0.02%90%
Mixed Arbitrage & Multi-Strategy USD-0.56%2.33%82%

More indices