Natural gas prices may be low, but former energy trader turned hedge fund manager Bill ... скачать в хорошем качестве

Natural gas prices may be low, but former energy trader turned hedge fund manager Bill ...

NATURAL GAS PRICES MAY BE LOW, BUT FORMER ENERGY TRADER TURNED HEDGE FUND MANAGER BILL PERKINS OF SKYLAR CAPITAL MANAGEMENT IS MAKING BIG BETS ON VOLATILITY SWINGS IN NAT GAS. ANCHOR (OFF-CAMERA) ENGLISH SAYING: You have a trader background and you brought your expertise as a trader into a new space. How has that helped you in your current position? BILL PERKINS, CHIEF INVESTMENT OFFICER, SKYLAR CAPITAL(ENGLISH) SAYING: Well, I've been involved in natural gas since 2002 with Centaurus Energy, and then prior to that, other trading firms. Natural gas is a fast, rapid moving commodity. It has multiple trends and that suits traders very well. We're very adept at figuring out what trends are moving quickly. We are heavy into research. So using those risk-reward skills we've learned in prior trading analysis, using our fundamental analysis to figure out what's going to happen, natural gas is a great fit for energy commodity fund. ANCHOR (OFF-CAMERA) ENGLISH SAYING: Now nat gas was actually the best performing commodity in the Commodity Index last year, which is interesting because the price, it looks low compared to what nat gas used to trade at, but you're benefiting from price swings. BILL PERKINS, CHIEF INVESTMENT OFFICER, SKYLAR CAPITAL(ENGLISH) SAYING: Correct, whether it's rallying or going down, we're able to profit on either side provided that we're right, provided we did our homework and got our analysis right. We basically make money off of volatile swings, identifying trends before they happen and putting on a position. ANCHOR (OFF-CAMERA) ENGLISH SAYING: In terms of this year, would you expect nat gas to perform the same way it did last year? BILL PERKINS, CHIEF INVESTMENT OFFICER, SKYLAR CAPITAL(ENGLISH) SAYING: Every year is different. That's the $100 million question or the $1 billion question, is how will natural gas perform? We have a couple of dynamics that are moving and changing right now. It's whether supply will continue to grow or taper off, has demand been induced based on these low prices, and are there other trends in demand or supply that may overtake the current level of fundamentals and be the primary driver of prices.