Natural Resources

Objective

The strategy seeks to provide investors with exposure to a range of commodities through ownership of stock in commodity producing companies.

What is the Natural Resources Strategy?
• The portfolio is diversified across oil & gas, gold, silver, copper, iron ore, aluminum, uranium, coal, lithium, lumber, agriculture, and fertilizer and will shift based on the firm’s Investment Committee outlook.

• Strategy operates under the assumption that owning the mining and drillers of these commodities can offer investors a return on commodity prices that is more tax efficient than ownership of physical contracts.

Category

Specialty

Ticker

NATR

Inception

11/30/2003