The American Resources strategy is designed to benefit from America's vast advantages in the resources necessary to sustain standard of living both in America and globally.
The strategy is primarily based upon the massive advantages in agriculture, energy and other natural resources that the United States has developed over the past decade. As Kirk Spano discusses in his articles and upcoming book, The American Resource Boom, it is these advantages that will lead to America's next boom which will begin in the next few years.
The strategy focuses on companies engaged in the development of energy resources in North America, primarily the United States, but also some Canadian and occasionally Mexican companies. We seek companies that benefit directly or indirectly from the energy industry, agriculture companies, companies that benefit from the efficient development of agriculture and other companies which might benefit from natural resources development.
This strategy may also hold exchange traded funds in particular sectors, funds that hold physical hard assets, i.e. gold and silver, and may from time to time take positions which benefit from declines in the affected markets.
This strategy is non-diversified. It may use options to hedge, as well as, employ leverage. American Resources is appropriate for investors who are comfortable with higher volatility that investing in cyclical sectors might entail and have other less aggressive investment accounts or stable value assets. Because all equities are highly correlated as a group, this strategy will likely have wider swings in returns than our Tactical Asset Management Solutions. This strategy is suitable for assertive investors with a minimum seven year time horizon.
Contact Kirk Spano directly to learn more.