Natural Resources & Alternatives
2022 Review, 2023 Preview
February 2023
2022 was a year defined by higher interest rates, a stronger dollar, and a highly volatile commodity landscape, wreaking havoc for the typical equity and fixed income investor. Oft forgotten asset classes such as Natural Resources and Alternatives proved their mettle as valuable components of a well-diversified portfolio for times such as these. As old challenges fade, and new ones emerge, what lays ahead in 2023?
Osborne Partners views each asset class in our multi-asset class portfolio as having a distinct purpose in your portfolio.
The Natural Resources asset class, which we divide into hard commodities like industrial and precious metals, soft commodities like agriculture, and energy, provides both a major inflation hedge and acts as a portfolio diversifier.
The Investment Team uses the Alternative Investments asset class to hedge interest rates, currency, and volatility, own niche investments such as private equity companies, and/or own distressed investments with high reward-to-risk ratios.
In this 8 minute video, Investment Team analyst, Jack Fagan, CFA reviews and previews Natural Resources & Alternatives.
Other 2022 Review, 2023 Preview Presentations
Meet Jack Fagan, CFA
Jack Fagan is an analyst and member of the Osborne Partners investment team. He was previously an associate director in the derivatives strategy group at a large banking institution. Jack is a graduate of the Tepper School of Business at Carnegie Mellon University. He juggled academics and athletics as he was the long-snapper on the Tartan’s football team. As is mandatory with every investment team member at Osborne Partners, Jack is a CFA Charterholder. The CFA Charter is the most difficult and rigorous acronym to earn in our industry.
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The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.