Allocator interest in commodity hedge funds has nearly doubled over the last two quarters. Luke Sadrian, who launched the Fulcrum Commodities Fund six months ago, thinks the market is still underestimating how much has changed – and why the opportunity may last years, not months.
Manas Pratap Singh – London — Something has shifted in how allocators think about commodities. After the better part of a decade on the margins, casualty of a prolonged bear market, a thinning manager universe, and ins...
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