Fint intervju i Dagens Næringsliv

#shipping #fund

dn.no/bors/dn-invest…

Nice coverage in TradeWinds today from the #shipping #fund monthly report

tradewindsnews.com/gas/joakim-han…

VLGC #shipping earnings surged across the board today, especially ex-AG. The US/FE arb is highly supportive at ~$100k/d VLGC spot equivalent (via PC)

B1 +16% to $60k/d
(Jun FFA +23% to $71k/d)
B2 +7% to $81k/d
B3 +6% to $70k/d

Updated data on #shipping #SuezCanal transits via the #RedSea

#Gersemi #Shipping #Fund posted the 10th consecutive month of positive returns in April and has yet to experience a negative month since inception in July 2023

The fund’s unaudited NAV has continued to rise in early May and currently stands at another new all-time-high

#Gersemi #Shipping #Fund ’s unaudited NAV ended the week at a new all-time-high at indexed 131.0, +0.4% w/w, 9.9% YTD and +31% since inception (38% CAGR)

Updated data on #shipping #SuezCanal transits via the #RedSea

Updated data on #shipping #SuezCanal transits via the #RedSea

#Gersemi #Shipping #Fund ’s unaudited NAV ended the week at a new all-time-high at indexed 130.5, +1.3% w/w, 9.4% YTD and +31% since inception (39% CAGR)

Updated data on #shipping #SuezCanal transits via the #RedSea

Updated data on #shipping #SuezCanal transits via the #RedSea

#Gersemi #Shipping #Fund ’s unaudited NAV currently stands at indexed 128.6, -0.4% w/w, +7.9% YTD and +29% since inception (37% CAGR)

Happy weekend!

Happy to be interviewed for Nordic Hedge Fund Industry Report 2024 on behalf of Gersemi AM under the headline 'Smooth Sailing in Rough Seas'

We discussed our light-footed strategy and econometric approach to #shipping #fund #management , among other topics
hedgenordic.com/2024/04/smooth…

Updated data on #shipping #SuezCanal transits via the #RedSea

Flex Volunteer is back in the Med after having called Jordanian port of Aqaba. Godspeed

LR2 #product #oil #tanker #shipping are seeing significant improvements on the benchmark AG/JP, +19% to USD 48k/d

#Gersemi #Shipping #Fund unaudited NAV currently stands at indexed 129.1, +0.1% w/w, +8.3% YTD and +29% since inception (39% CAGR)