Vermillion, Taylor Woods and LGT offer commodities picks despite a difficult year

By Lawrence Delevingne

Tue Nov 6, 2012


Hedge fund managers at the Absolute Return Symposium discussed how to invest amid a Chinese slowdown.


  
  Everett Cook, head of research for Taylor Woods Capital Management (Photo: Axel Dupeux).

Commodity strategies have had a tough year, with the average hedge fund in the strategy down 3% through September, according to the Absolute Return Commodities Index. The end of the so-called commodities supercycle brought on by slowing Chinese demand has hurt many investors in the space. But there's still plenty of opportunity, according to leading managers in the strategy speaking at the Absolute Return Symposium last week.

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