He 'Changes Opinion 10 Times a Day' – This Hedge Fund Boss Used 'Ignore Trump' Portfolio Strategy And Delivered 35% Gains – See His Top 3 Stock Picks
He 'Changes Opinion 10 Times a Day' – This Hedge Fund Boss Used 'Ignore Trump' Portfolio Strategy And Delivered 35% Gains – See His Top 3 Stock Picks
Fahad SaleemThu, April 2, 2026 at 3:00 AM UTC
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The one thing that has rattled markets more than the ongoing Middle East war itself is President Donald Trump's unpredictable rhetoric — one post suggests the Iran conflict may be nearing an end, the next leaves investors weighing the risk of World War Three.
Geneva-based Anaconda Invest decided at the start of the war not to pay attention to Trump's statements and pile into oil and gas services stocks, a move Chief Executive Renaud Saleur told Bloomberg helped deliver a roughly 35% return this year. The fund manages $150 million overall, according to Bloomberg.
"We try to ignore Trump," Saleur was quoted as saying, adding that he "changes opinion 10 times a day."
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The Iran war has caused significant disruption in the oil markets, which could take "months if not years" to settle, Saleur told Bloomberg.
Goldman Sachs recently raised its average Brent forecast to $85 a barrel for 2026 from $77, citing the impact of a prolonged closure of the Strait of Hormuz. The investment bank expects Brent to average $110 a barrel in April as uncertainty grows over the duration of supply disruptions.
Let's take a look at the key stocks in Anaconda Invest's portfolio.
Baker Hughes
Oilfield services company Baker Hughes (NASDAQ:BKR) is down 3% over the past month. Anaconda kept buying shares of the company in March despite the stock's underperformance relative to the broader oil market, Saleur told Bloomberg.
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Frontline
Frontline (NYSE:FRO) is one of the biggest tanker companies that ships crude across the globe. The stock is down 15% over the past month. Anaconda Invest added the stock during the March dip, Bloomberg reported.
Oilfield services company SLB (NYSE:SLB) is another energy stock pick of Anaconda Invest, according to Bloomberg. The company recently said its Q1 2026 will be lower than expected due to the ongoing Middle East conflict, with additional costs impacting earnings by about 6 cents to 9 cents per share.
While the hedge fund's approach delivered strong returns by focusing on energy stocks and ignoring market noise, individual investors can also pursue tactical strategies through exchange-traded funds. Leveraged ETFs, like those offered by Direxion, allow investors to amplify exposure to specific sectors, such as energy, while managing trades efficiently. This approach provides a way to potentially capture sector trends without picking individual stocks, aligning with a disciplined, strategy-focused investing mindset.
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