Finlock Assets Hedge Fund
Leveraging our proprietary predictive quantitative models, we effectively assess market trends and adjust risks according to sectoral growth. This forward-thinking approach enables us to navigate the complexities of the energy market with precision and agility.
Maximize your financial potential by parking your reserve funds in tax-efficient locations while leveraging the expertise of a strategically positioned hedge fund.
Tailored For Listed & Unlisted Corporate Clients
Clients
Our esteemed clients and partners represent our most valuable assets.
"$10 billion in assets under management, with an ongoing growth trajectory."
The Fund Manager
CA. Mohammed Kasim - Hedge Fund Manager
Mohammed Kasim is the visionary Founder and Hedge Fund Manager of Finlock Assets Hedge Fund Management LLC. He is a seasoned chartered accountant with a unique blend of financial acumen and technological insight. Kasim embarked on his educational journey with a Computer Science and Engineering program at IIT Bombay, a choice that initially mirrored his passion for technology. However, he pivoted to Chartered Accountancy (CA) to dedicate himself to his family’s businesses, a decision that set the foundation for his future in finance. Kasim is not only a CA from the Institute of Chartered Accountants of India but also a CPA (USA), an ACCA (UK), and holds a BBA (Honours) in Accounting and Finance from Manipal Academy of Higher Education.
His professional journey began in 2014 with an articleship at CA Ganesh Bhat & Associates, where he gained fundamental insights into accounting and finance. In 2016, he joined Infosys Limited as an Assistant CFO for South Zonal Operations, managing key financial functions and gaining exposure to corporate finance on a large scale. The world of hedge fund management called in 2018, when Kasim took on a Hedge Fund Analyst role at Morgan Stanley, quickly advancing to Hedge Fund Manager, where he honed his expertise in portfolio management and investment strategy. His success continued with a leadership position as a Hedge Fund Manager at BlackRock, one of the world’s most renowned investment firms.
Today, Kasim channels his experience and insight into Finlock Assets Hedge Fund, where he leads a dynamic team and crafts investment strategies that drive exceptional value for ultra-high-net-worth individuals and corporate clients globally.
Hedge Fund Manger @ Finlock Assets
Jan 25
Dated: 03-01-2025
Finlock Assets Energy Fund (Long/Short) - Fund Performance Report
Introduction The Finlock Assets Energy Hedge Fund (Long/Short) continues its remarkable upward trajectory. Since its inception in October 2024, the fund has delivered outstanding results, growing its Net Asset Value (NAV) to $32.7 billion by January 2025. This growth represents a remarkable 227% return on invested capital within just three months, underscoring the efficacy of our investment strategies. Fund Growth: The NAV surged from $21.2 billion at the end of November 2024 to $32.7 billion as of January 2025, marking a 54% growth over two months. Investment Strategy: Advanced predictive algorithms, coupled with our proprietary quantitative models, have been pivotal in navigating market complexities. The fund continued to capitalize on market inefficiencies and volatility, particularly within the energy sector, translating geopolitical tensions and macroeconomic trends into exceptional gains. Geopolitical Analysis: Persistent conflict in key oil-producing regions and fluctuating energy prices created ripe opportunities for strategic trades. The fund's ability to adapt to rapid market shifts and exploit these conditions has been instrumental in achieving consistent growth. Key Drivers of Success 1. Data-Driven Strategies: The integration of sophisticated data visualization tools and predictive analytics enabled us to pinpoint market inefficiencies, ensuring agility in response to changing dynamics. 2. Energy Sector Focus: Oil and gas price volatility, exacerbated by geopolitical uncertainties, remained a key source of profitability. 3. Macro and Micro Trends: Strategic decisions informed by macroeconomic data, including inflation trends and interest rate policies, supported the fund’s broader investment framework while complementing its short-term tactical plays. Performance Summary Below is a snapshot of the fund’s growth trajectory:
NAV Performance
October Start: $10 billion October End: $15.7 billion November End: $21.2 billion January 2025: $32.7 billion
Expectation For 2025
Strategic Goals for 2025
Target NAV Growth:
The fund projects a conservative NAV target of $50 billion by year-end 2025, emphasizing steady growth while maintaining robust risk management practices.
Diversification Initiatives:
While retaining a strong focus on the energy sector, the fund plans to diversify into other sectors such as technology, infrastructure, and healthcare to hedge against sector-specific volatility.
Geopolitical and Macroeconomic Adaptation:
With global uncertainties expected to persist, the fund will continue to capitalize on geopolitical events, interest rate shifts, and inflation trends to identify high-potential opportunities.
Technological Advancements:
Continued investments in machine learning, AI-driven predictive models, and real-time data analysis to refine strategy execution and improve risk-adjusted returns.
Enhanced ESG Integration:
Expanding the scope of environmental, social, and governance (ESG)-compliant investments to align with global investor preferences and capitalize on sustainable growth opportunities.
Market Opportunities in 2025
Energy Transition:
The shift toward renewable energy and the volatility in traditional energy markets present dual opportunities for long and short positions.
Interest Rate Cycles:
As central banks globally recalibrate their monetary policies, fluctuations in interest rates could provide profitable macro trading opportunities.
Technological Disruption:
Increased adoption of AI, robotics, and blockchain in various industries opens avenues for strategic investments in technology-focused equities.
Emerging Markets:
Expanding exposure to high-growth emerging markets poised for recovery and development offers diversification and significant upside potential.
Performance Metrics for 2025
Risk-Adjusted Returns: Aim for a Sharpe ratio exceeding 2.0 to ensure consistent performance with minimized volatility.
Alpha Generation: Target a minimum of 20% alpha above benchmark indices to reaffirm the fund’s position as an industry leader.
Client Value Creation: Continue prioritizing investor confidence through transparency, performance consistency, and alignment with client objectives.
The Finlock Assets Energy Hedge Fund enters 2025 with a clear vision and robust framework, confident in its ability to outperform benchmarks and create lasting value for investors.
Conclusion
The Finlock Assets Energy Hedge Fund has demonstrated exceptional performance since its inception, achieving remarkable growth and setting new industry benchmarks. With a strong foundation in data-driven strategies, geopolitical acumen, and sectoral expertise, the fund is well-positioned to capitalize on emerging opportunities in 2025. By leveraging advanced technologies, diversifying investments, and maintaining a focus on sustainable and risk-adjusted growth, Finlock Assets aims to deliver consistent value to its investors while navigating an ever-evolving global market landscape. The fund remains committed to innovation, adaptability, and excellence, ensuring continued success in the years to come.
Investment Thesis
Rationale: Strategic Sector Focus: By concentrating on NYMEX-traded commodities and US-based oil and gas equities, the fund taps into a high-potential market shaped by geopolitical dynamics, offering a fertile ground for sustainable growth. Dynamic Investment Strategy: The Global Macro and Long/Short Mix strategy equips the fund to adapt swiftly to market fluctuations, allowing it to exploit both upward and downward trends while enhancing portfolio resilience. Proven Leadership: With seasoned experts like CA. Mohammed Kasim and CEO Anaya Hegde at the helm, the fund benefits from decades of combined experience in navigating the complexities of the oil and gas sector. Strong Early Performance: Within its first quarter, the fund achieved a $5.7 billion (50.7%) increase in NAV, a testament to its effective strategy and ability to generate immediate, substantial returns, bolstering investor confidence. Targeted Client Base: A focus on SMEs and listed corporate firms positions the fund to cater to an underserved yet high-potential segment seeking tailored, sophisticated investment options for sustainable growth. Ambitious Growth Trajectory: The fund's goal to scale AUM to $100 billion over five years underscores its confidence in the oil and gas sector's evolving opportunities and its capacity to deliver exceptional investor value. Global Operational Advantage: Operating from the Dubai International Financial Centre (DIFC) offers regulatory benefits, a favorable business environment, and access to a diverse, international investor base, enhancing the fund’s global appeal and market reach.
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