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Commodities Briefing - Categorized | Fund Profile, Investment more

Low cost commodity producers offer value

Posted on 05 March 2009

From Reuters: Commodity producing companies with low-cost operations are undervalued and offer potential for high returns even if commodity prices stay low, a U.S.-based fund manager said on Wednesday.

Mackenzie Davis, a co-portfolio manager of the RS Global Natural Resources Fund, said investors don’t need a view on the direction of prices to find good investment opportunities among companies in the natural resources sector….. Full Article: Source


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