Erlen Capital Management AG’s Post

Bruno Schneller, CAIA, Managing Partner at Erlen Capital Management AG, has been featured in a article by Louis Goss in The Wall Street Journal. The article highlights our organization's insights in the following paragraphs: Bruno Schneller, managing partner at Erlen Capital Management, explained to MarketWatch that energy stocks are “particularly appealing at the moment, with projections showing double-digit cash returns for 2024… supported by robust buyback yields.” “In addition, the period of negative earnings revisions for energy stocks has concluded, indicating a more optimistic future outlook,” Schneller said. We extend our sincere gratitude to Louis Goss for featuring our perspectives in this insightful article. For a comprehensive understanding, we invite you to access the complete piece through the link provided below.

Hedge funds pile into commodity sensitive stocks: Goldman data

Hedge funds pile into commodity sensitive stocks: Goldman data

wsj.com

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