Global Growth & Resources – long-term capital appreciation
from the world’s fastest growing
economies and the rising demand for natural resources
Emerging markets today lead the world in economic growth. In turn, this growth is driving demand for natural resources worldwide. Our Global Growth & Resources strategy seeks to benefit from both trends by focusing on stocks of high-growth economies and resources-based companies. We believe that the rapid economic growth and urbanization of China, India, Brazil and other developing countries, as well as the structural deficit between supply and demand for food, energy and other raw materials, creates a long-term growth opportunity that may be well realized through this hybrid strategy.
Growing markets abroad – both for securities and for real goods and services – are rendering the US a shrinking share in world production and consumption. This strategy focuses on many of these fast-growing economies and the industrial sectors benefitting from this growth: energy, agriculture, and mining. It includes non-US companies, as well as US-based companies whose primary business activities are abroad. We use individual equities, closed-end funds, and exchange-traded funds (ETFs) to gain exposure to international equity and fixed-income holdings, particular countries or regions, and industrial sectors with high growth potential.
The charts below provide sample portfolio allocations for illustrative purposes.
This
strategy may be subject to higher volatility than more standard equity strategies,
and should therefore serve as a complement to a broadly diversified portfolio
of more traditional investments.
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Gobal Growth & Resources Overview