Thematic Investors: Hunters Moon Capital on Investing Across Europe

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Episode Summary:

As the fiscal brakes start to come off of Europe, how can investors begin to take advantage of investment opportunities that are on the horizon? Many viewed the early days of the Trump presidency as negative, but could that view shift as pressure increases to move Europe closer together? Early movements are pointing towards a union of capital markets and banking, which could result in the breaking of financial barriers that have frozen Europe’s growth in recent years.

In this episode, Kieran Cavanna, CIO, Old Farm Partners and host of the Thematic Investors podcast welcomes Johnny de la Hey, Founder, Hunters Moon Capital, to discuss how the stars are aligning for investors in the European banking system, and how the financial system is driving capital and risk-free returns for shareholders. Johnny, an industry veteran, returns to the financial markets this year, having developed his career at Tiger Management and then managing the well-known Toscafund.

His big new London launch is Hunters Moon Capital, which we will explore in terms of strategy and focus, along with the following:

how have rate adjustments have helped European banks outperform some of their US counterparts and why real estate credit losses never really fully materialized across Europe?

securitization levels across Europe and the US, and where each region stands coming out of the 2008 financial crisis.

how a weak-dollar policy could impact banking investment strategies for hedge funds like Hunters Moon Capital.

fintech start-ups and how to identify the right targets to invest in when it comes to regions or platforms.

what peripheral markets (Greece, Argentina, Portugal, Japan) are worth a look at when targeting bank investments.

where does he see insurance and reinsurance deals happening and are the promise of significant returns in this sector achievable.

And more.

Connect with Johnny de la Hey

Hunter’s Moon Capital

[email protected]

Hunters Moon Capital is a newly launched investment firm founded by industry veterans Johnny de la Hey and Hugh Rance, formerly of Toscafund, with Johnny also having previously worked at Tiger Management. Headquartered in London, the 13-person team is focused on global financials and equity capital markets, drawing on the founders’ successful track records and predecessor strategies.

The firm officially launched its funds in February 2025, backed by substantial internal capital and supported by a select group of U.S. family offices and institutional investors.

Johnny de la Hey serves as Portfolio Manager of the Crescent Fund, one of the firm’s two flagship strategies. The Crescent Fund is a global long/short equity fund with a focus on financials, particularly across Europe and the UK.

Connect with Kieran Cavanna:

Old Farm Partners

Kieran Cavanna is the Co-Founder and CIO of Old Farm Partners. Old Farm is a hedge fund allocation firm focusing on small and mid-sized hedge funds, as well as co-investment opportunities with $600m under management. Prior to Old Farm, Mr. Cavanna worked at Soros Fund Management where he served as the Head of the External Manager Selection team. Mr. Cavanna and his team performed due diligence on and allocated to a select group of hedge funds that deployed a wide variety of hedge fund strategies. Prior to Soros, Kieran was a Partner and the Head of Research at Titan Advisors, a $5b fund-of-hedge funds. In total Mr. Cavanna has been allocating to hedge funds for 18 years. Mr. Cavanna started his financial career at KPMG Consulting as Senior Analyst. Mr. Cavanna graduated from the University of Richmond with a BA and received an MBA from Vanderbilt University.

Please note, the information covered and posted represents the views and opinions of the guest, and does not necessarily represent the views or opinions of Vidrio Financial and or our host, Kieran Cavanna. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding investment planning.