Seahawk pitches shipping volatility as portfolio diversifier

AI Summary

Seahawk Investments based in Frankfurt released research suggesting that volatility in the shipping sector can be leveraged as a portfolio diversification strategy. The firm highlights that divergent freight market trends offer potential for long-short equity investments.

Frankfurt-based Seahawk Investments has published new research arguing that the sharp divergence between shipping and energy subsectors can be turned into a source of portfolio diversification through long-short equity investing. Seahawk, the investment management arm of maritime and aviation advisory group Transport Capital, said different freight markets rarely move in lockstep, creating opportunities to trade …