Natural Resources Portfolio
The WMA Cara Natural Resources Portfolio Strategy offers exposure to precious and industrial metals, energy and other basic materials required by a growing world economy. Using rigorous investment analysis, we invest in a portfolio of 12 to 20 fundamentally attractive companies with market entry and exit timing based on our proprietary trend & cycle studies. Our long-term plan is to achieve higher risk-adjusted returns than passive buy and hold strategies such as the benchmark S&P North American Natural Resources Index by participating in equity markets when sentiment is bullish while carefully preserving capital during negative environments. We also seek to support our clients’ lifestyles despite inflation and provide diversification benefits through low correlation to traditional asset classes. The portfolio is managed by senior analysts and advisors with expert working knowledge of these industries.
The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view.