About Us
Shinfalls Commodities is a fundamental metals strategy launched mid-2023 by Bruce Mason. The strategy employs a bottom-up approach, placing special focus on China, a prominent global metals hub. The investment team brings expertise from operating within both a traditional trade house and a hedge fund setting. The company has offices in London and Singapore. Shinfalls is dedicated to building an institutional grade asset management firm and partners with top-tier service providers that support the business.
Our Approach
Shinfalls seeks to achieve absolute returns driven primarily by investing in global metals markets. Shinfalls follows a multi-strategy approach to investing and monetising market dislocations and structural inefficiencies. With risk management at its core, Shinfalls aims to compound investor’s capital by producing strong risk-adjusted returns across the market cycle and limit drawdowns during challenging market conditions.
⎯⎯⎯ THE TEAM ⎯⎯⎯
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Meet our People
Bruce Mason
Chief Investment Officer
Bruce is the Chief Investment Officer and Founder of Shinfalls Commodities, establishing the firm in 2023. Prior to Shinfalls, Bruce managed the same metals focused strategy at RWE from 2018-2023. Before this he spent over 4 years as a Metals Analyst & Strategist at the hedge fund Edesia Asset Management, a spin out from Louis Dreyfus. Bruce commenced his career as a graduate in 2012 at Louis Dreyfus Commodities in Geneva. During this period, he also studied for a commodities focused Master’s degree at the University of Geneva.
Xiaoxiao Du
Senior Metals Analyst
Xiaoxiao joined Shinfalls at its inception and is a Senior Metals Analyst in the research team. Prior to Shinfalls she worked at RWE from 2020-2023, assuming the role of leading base metals research in their Shanghai office and working directly with Shinfalls’ CIO Bruce Mason. Before this, Xiaoxiao spent over 5 years at Louis Dreyfus Metals, later named IXM, as a Research Analyst within the base metals team. Her professional journey commenced in the sugar markets, where she worked as an Analyst for Kingsman in Switzerland.
Curtis Zhu
Senior Metals Analyst
Curtis joined Shinfalls in February 2025 as a Senior Metals Analyst in the research team. Before Shinfalls, Curtis worked at SPX International from 2017 to 2024 as a Metals Analyst and Portfolio Manager. Curtis predominantly covered ferrous metals (iron ore/steel). Prior to that he worked at Wood Mackenzie between 2011-2016 as a Principal Analyst focusing on the iron ore and steel markets. Curtis started his career working as a Consultant, Research Manager China, at Steel Business Briefing from 2006-2011
Florent Pelé
Metals Trader & Analyst
Florent joined Shinfalls in May 2025 as a Metals Trader and Analyst in the research team. Prior to Shinfalls, Florent spent 8 years at Société Générale in London and Paris, where he served as a Senior Commodity Strategist and contributed to the Global Asset Allocation research team. He led copper and gold forecasts and helped develop Quantitative Investment Strategies in commodities, including systematic carry, curve basis momentum, trend following, value, and congestion.
Tim Davenport
Chief Operations Officer
Tim joined Shinfalls as COO in April 2024. Tim has over 20 years of experience working within the hedge fund sector where he has held a number of senior management positions. Most recently he was a founding partner and COO of Arctis Global, an equity long-short hedge fund which launched in March 2020. Prior to joining Arctis Tim was the Chief Financial Officer (CFO) of Winton Group Ltd. He joined Winton in July 2017 after 11 years working for Marshall Wace. At Marshall Wace, he held the role of COO of the Marshall Wace Eaglewood Group and prior to that Head of Fund Accounting. Prior to Marshall Wace, Tim has worked for Brevan Howard, Credit Suisse and BDO.
Duncan McCullough
Head of Business Development
Duncan joined Shinfalls in February 2024 as Head of Business Development. Before Shinfalls, Duncan held a similar role at event-driven hedge fund Berry Street where he joined at launch in 2019. Prior to that he was a Vice President at Paulson & Co where he spent 5 years, and before that spent over 3 years as an Analyst at Arden Asset Management and Fauchier Partners, where he carried out hedge fund research.
London
Shinfalls Commodities LLP
179 Great Portland Street, Suite 4.03A
London, W1W 5P
Singapore
8 Marina View, #43-01
Asia Square Tower 1
Singapore, 018960
ir@shinfallscommods.com
Shinfalls Commodities LLP is authorised and regulated by the FCA (FRN:1001398)
© 2024 Shinfalls Commodities