Shinfalls Commodities

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 ⎯⎯⎯

⎯⎯⎯⎯⎯⎯⎯⎯ THE TEAM ⎯⎯⎯⎯⎯⎯⎯⎯

Meet our People

Bruce Mason

Chief Investment Officer

Bruce Mason is the Chief Investment Officer and founder of Shinfalls Commodities. 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. In 2013 he moved to London as a metals analyst at the hedge fund Edesia Asset Management, a spin out from Louis Dreyfus. In 2018 Bruce moved to manage his own metals focused portfolio for the large utility RWE until finally setting up Shinfalls in 2023.

Xiaoxiao Du

Senior Base Metals Analyst

Xiaoxiao Du holds the position of Senior Base Metals Research Analyst at Shinfalls Commodities. Her professional journey commenced in the sugar markets, where she worked as an analyst for Kingsman in Switzerland. In 2015, she returned to Shanghai, joining Louis Dreyfus Metals, later named IXM, as a research analyst within the base metals team. In 2020 she assumed the role of leading base metals research at RWE in their Shanghai office, collaborating with Shinfalls’ founder Bruce Mason, before joining Shinfalls at the firm’s inception in 2023.

Tim Davenport

COO

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