Tor Svelland

Tor Svelland, CIO and Founder of Svelland Capital, shares insights from his successful commodities-focused hedge fund, which has achieved an impressive 18.5% annualized return since 2017. He discusses the exciting landscape for commodities trading fueled by new market participants and structural undersupply. Svelland reveals how he grew his fund from personal capital to almost $1 billion, and he emphasizes the importance of global investor engagement while adapting to market shifts and the complexities of commodity strategies.

Tor Svelland, CIO and Founder of Svelland Capital, shares insights from his successful journey in commodities trading, having achieved over 18.5% annualized returns since 2017. He discusses the thrilling current landscape for commodities, fueled by new market entrants and structural undersupply. Svelland highlights the challenges of ESG ratings, the impact of geopolitical factors, and the importance of understanding global supply chain shifts. He emphasizes the need for seasoned traders and offers advice for emerging commodities professionals.

Tor Svelland discusses global commodity markets, super cycles, energy transition impact, mis-pricings between equities and commodities, and geopolitical risks. They explore shifts in trading dynamics, opportunities in metals, oil, and shipping, and market disruptions from de-globalization. Insights on global demand, inflation trends, and impacts of energy costs and defense spending on commodity markets are shared.