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The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)

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Manage episode 501189295 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combination of commodity futures, commodity linked equities, freight derivatives, energy transition linked companies, and electricity producers. Svelland joins Other People’s Money to discuss why he believes new market participants and structural undersupply have made the current environment for commodities trading so exciting. He also discusses how he’s grown his business from personal capital to almost $1 billion in AUM with investors all over the globe.

Follow Max on X: https://x.com/maxwiethe

Follow Other People’s Money on:

Apple Podcast https://bit.ly/4e7QJ1M

Spotify https://bit.ly/3Yhaazi

YouTube https://bit.ly/3C63VXR

X https://x.com/opmpod

Timestamps

00:00 Intro

04:09 Trafigura & Goldman Sachs as Commodities Trading Talent Hubs

06:38 Launching Svelland Capital with Personal Capital

09:03 The First Major Hurdles: 3 Years & $100m in AUM

10:56 ESG and the Commodity Market Backdrop

15:59 Underinvestment & Undersupply in Shipping & Commodities

20:41 Trading Global Supply Chains Shifts

23:44 Trade Expression & Commodities Portfolio Construction

29:06 The Effects of New Commodity Market Participants

36:06 TTF Gas Markets & Price Spike Potential

39:38 Multiple PMs & The Benefits of Taking Risk

42:05 Thinking Internationally & Advice for Young Commodities Traders

45:56 International Investor Interest in Commodities

48:00 Managing AUM Growth & Capacity Constraints

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 501189295 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combination of commodity futures, commodity linked equities, freight derivatives, energy transition linked companies, and electricity producers. Svelland joins Other People’s Money to discuss why he believes new market participants and structural undersupply have made the current environment for commodities trading so exciting. He also discusses how he’s grown his business from personal capital to almost $1 billion in AUM with investors all over the globe.

Follow Max on X: https://x.com/maxwiethe

Follow Other People’s Money on:

Apple Podcast https://bit.ly/4e7QJ1M

Spotify https://bit.ly/3Yhaazi

YouTube https://bit.ly/3C63VXR

X https://x.com/opmpod

Timestamps

00:00 Intro

04:09 Trafigura & Goldman Sachs as Commodities Trading Talent Hubs

06:38 Launching Svelland Capital with Personal Capital

09:03 The First Major Hurdles: 3 Years & $100m in AUM

10:56 ESG and the Commodity Market Backdrop

15:59 Underinvestment & Undersupply in Shipping & Commodities

20:41 Trading Global Supply Chains Shifts

23:44 Trade Expression & Commodities Portfolio Construction

29:06 The Effects of New Commodity Market Participants

36:06 TTF Gas Markets & Price Spike Potential

39:38 Multiple PMs & The Benefits of Taking Risk

42:05 Thinking Internationally & Advice for Young Commodities Traders

45:56 International Investor Interest in Commodities

48:00 Managing AUM Growth & Capacity Constraints

  continue reading

159 episodes

All episodes

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