Hazel Capital Generates 60% Return from Cleantech

July 31st, 2009
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Ben Guest, the CEO and portfolio manager of Hazel Capital, is enjoying a year of substantial gains. Hazel Capital’s long/short Santa Ana Fund is up 60% for the first half of 2009 and has outperformed many funds in the clean technology sector. Prior to founding Hazel Capital, Mr. Guest was a partner and portfolio manager at William von Mueffling’s Cantillon Capital Management. The firm invests in clean technology, utilities, and waste management sectors.

Mr. Guest’s breadth of knowledge within clean technology translates into a unique investment philosophy, which he argues has driven his fund’s positive performance year to date. According to a recent article from the Dow Jones, he believes that the best performers “come from countries and sectors that have enjoyed state support.” The firm also takes bottom up approach to investments, taking long positions in quality companies with superior technological innovation and short positions in inefficient and overbought ones.

As for the second half of the year, Guest is bullish on solar energy. With “the cost of solar set to halve,” he has over-weighted his portfolio to one-third solar. With the pending hope of further government subsidy of the technology, he may not be to far off.
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For Detailed Investor Profiles on these Investors, click below:
Hazel Capital LLP
Cantillon Capital Management
Related People: Ben Guest; Bozkurt Aydinoglu; Kevin Sara; Mark Christy; William von Mueffling
Related Entities: Cantillon Europe; Cantillon U.S. Low Volatility; Cantillon World; Hazel Alpha Fund; Hazel Santa Ana Fund; Lazard Asset Management; Lord Jacob Rothschild
Related Article Tags: Green, Socially Responsible, ESG and Sustainable Investmenting Hedge Fund News

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