Monday, July 15, 2024

Selwood manager Moussalem tips Glencore

Selwood Asset Management’s Karim Moussalem sees Glencore as a “fantastic stock” to trade on the energy transition trend and increased copper price, despite a 25% fall in the Swiss commodity group’s shares this year.

The former Goldman Sachs and Verrazzano manager, who joined the credit-focused London firm in 2021 to run a $200m low-net equities strategy, made the long call at the Sohn London charity investment event.

Please subscribe to Alternative Fund Insight to continue reading
Alternative Fund Insight provides high-value information, industry analysis, exclusive interviews and business intelligence tools to professionals in hedge funds and private markets.