A Natural Selection

02/03/2006 12:00 am EST

Focus:

Yiannis Mostrous

Editor, The Capitalist Times

"One big trend that has multi-year potential is commodities," says Yiannis Mostrous, an expert on both global investing and resources and a contributing editor to the KCI team, a collective tour de force in the advisory industry. Here's his fund of choice for the sector.

"Oil, copper, nickel, and aluminum are being gobbled up by the growing world economy, yet many commodity markets have suffered from two decades of under-investment in new capacity. In addition, China and India have now reached critical mass, rapidly increasing the demand for many basic materials. Within the universe of  commodity funds, the energy funds are the unsurprising standouts. RS Global Natural Resources (RSNRX) is overweight energy and has performed spectacularly during the past two years.

"We like the fund due to its ability to buy stocks outside of the energy sector in order to fully capitalize on the commodity story. T he fund has previously taken positions in mining companies as well as other commodity producers. Its been a great two years for energy funds. Regardless of whether 2006 turns out to be an up or down year in energy or commodities, RS Global Natural Resources is a wise buy for investors with a five- or 10-year time horizon."

  By clicking submit, you agree to our privacy policy & terms of service.

Related Articles on

Keyword Image
New Gann Calendar Begins
2 hours ago

With the new cyclical calendar beginning with spring, it was the appropriate time for an FOMC meetin...

Keyword Image
Retail Sector is a Short
5 hours ago

The December retail sales report was a disaster, notes Landon Whaley, who recommends shorting the SP...

Keyword Image
2 Ways to Bet on BDCs
6 hours ago

Business development companies (BDCs) lend money to private companies in the form of fixed and varia...