Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

Oil rally not over, hedge fund BBL says after 9 percent gain through March

Published 04/04/2016, 02:09 PM
© Reuters. Worker checks valve of oil pipe at Lukoil company owned Imilorskoye oil field outside West Siberian city of Kogalym
GS
-
LCO
-
CL
-

By Barani Krishnan

NEW YORK (Reuters) - Oil is in an early bull run despite the notion prices have rebounded too fast, too soon, hedge fund manager Jonathan Goldberg says as his energy-focused investment fund posts a 9 percent gain in the first quarter of this year.

"Yes, the market is not as short as it was when prices were $26 (a barrel)," Goldberg, manager of the $550 million BBL Commodities Value Fund in New York, told investors in a quarterly letter seen by Reuters on Monday.

"But we think the attention around the short-covering in the oil market may be overstated," the former Goldman Sachs (NYSE:GS) trader wrote. "We think there is ample room for more, not less, investment in the oil space."

Goldberg is one of the better performers among energy hedge fund managers this year.

Hedge Fund Research, an industry database in Chicago, said the average energy hedge fund gained about 3 percent through February, with March data yet to be collated.

Prices of European oil benchmark Brent and U.S. crude remain up about 40 percent from around 12-year lows struck in mid-February. Still, the market has lost its upward momentum in the past week due to disagreement over a proposed output freeze by major producers.

Data on Friday showed hedge funds cutting their net long position in U.S. crude for the first time since mid-February.

Goldberg asserted the rebound wasn't over, but admitted some near-term caution may be necessary with crude inventories remaining high. He said the low prices earlier this year "were driven not by any fundamental concern (such as a breach of storage or weak demand) but by irrational bearish bets made on the macro landscape."

Other energy-focused hedge funds posted varying results for early this year.

Connecticut-based Astenbeck Capital Management, with $2 billion in assets run by oil bull Andy Hall, was down 6 percent through February, according to a recent Astenbeck investor letter seen by Reuters.

Goldberg rose to prominence when BBL gained more than 50 percent in 2014, a year after its launch, before losing more than 10 percent last year.

This year, the fund mostly made winning bets on spreads between long-dated crude and nearby contracts and on the rally in U.S. gasoline, said market sources familiar with the wagers.

Mark Strachan, a spokesman for BBL, declined to elaborate on the BBL investment quarterly letter's posting of the 9 percent first-quarter return and Goldberg's remarks that it published.

© Reuters. Worker checks valve of oil pipe at Lukoil company owned Imilorskoye oil field outside West Siberian city of Kogalym

A representative for Astenbeck did not immediately respond to a request for comment.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.