Feb 04

Typhon Capital Bets Big on Biofuels

The Wall Street Journal
Look for drivers – but not oil – to help steer a turnaround in commodities, according to Typhon Capital Management. The eight-year-old firm — famous for advocating for a group of clients hurt by MF Global Holdings Ltd — is making a big bet on biofuels, its leaders are telling investors at Context Summits, a conference in Miami. Governments around the world are pushing for cleaner energy, and that’s likely to lead to major recoveries for corn, sugar and grains as new laws mandate more biofuels to replace crude-based gasoline and diesel, said Cy Monley, portfolio manager.