Top Traders Unplugged Podcast Jean Jacques Duhot, the Chief Investment Officer at Arctic Blue Capital discusses his contrarian and multi-part model, how his management company has stayed lean, why the due diligence of investors and managers has changed the trading space for the better and why Arctic Blue’s acquisition by H2O has been such a positive experience. Listen in to learn about the unique properties of Atlanterra , the equity strategy launched in a UCITS format earlier this year , what he sees in the future of trend following, and who has influenced him most.
H2O Asset Management has expanded its alternative assets coverage by launching a UCITS version of the long-running, systematic global equity strategy overseen by subsidiary Arctic Blue Capital.
London-based H2O AM bought the systematic commodity trading company in July last year as part of plans to diversify its revenue streams and complement its existing fund range.
The launch of the H2O Atlanterra fund is designed to build on the work of the Atlanterra strategy first created in 2008 for a North American pension fund.
The strategy uses several models deployed independently over different time frames. Arctic Blue Capital said that it will differ from many trend-following funds by using contrarian indicators to outweigh more momentum-based ones.
Jean-Jacques Duhot, who runs the fund, said this means that there is no directional bias and that the fund can remain dynamic during both up and down markets.
Bruno Crastes’ boutique H2O Asset Management has acquired a majority stake in a systematic commodity trading company.
In a letter on its website, H2O announced the purchase of a 51% share of Arctic Blue Capital from Stable Asset Management. The terms of the deal have not been disclosed and it is subject to FCA approval.
The fund was launched in 2008 and seeded by Stable Asset Management in June 2014.
H2O will provide extensive infrastructure and operational support to enable Arctic Blue to grow further.
The flagship fund, the Arctic Blue Original Strategy, and its equity-focused Atlanterra strategy will be distributed on the H2O platform in London.
The management will remain a separate entity from the core H2O team and Arctic Blue’s CIO and founder Jean-Jacques Duhot will continue to lead the firm.
Commenting on the purchase, Crastes said: ‘Arctic Blue’s systematic commodity-focused strategies perfectly complement our existing suite of products. In fact, we already share a number of top tier clients and we look forward to increasing this number as a combined entity.’
‘This first acquisition is part of our strategy of revenue diversification due to growing management capacity constraints.’