Inflation and Investing in the Commodities Supercycle.
There are two ingredients required for a commodity supercycle: an extended period of underinvestment in supply, and a generational demand shock. Today we have both.
Auspice “Commodity to Complete” Investment Solutions
Tactical, low-fee upside exposure to commodities and inflation with a 12-year track record of broad commodity index outperformance.
Commodity tilted multi-strategy CTA that has delivered strong, diversifying performance in risk-off and inflationary periods for 16+ years.
Cash efficient fund combining protective trend following CTA with an income-oriented growth portfolio for a complete solution with low equity correlation.
Two Minute Explainer Videos
View our explainer videos for an introduction and overview on Auspice Commodity to Complete solutions.
Auspice Research and Investor Education
See some of the latest Auspice research and a new, expanding page dedicated to investor education, here.
Email info@auspicecapital.com to chat to a member of our team and learn more.
MANAGED FUTURES & TREND FOLLOWING CTAS - TEN REASONS TO INVEST
(March 2023) - Auspice Educational Update
New 3-page educational update is a concise review of ten of the core CTA attributes to consider when building a diversified portfolio.
WHAT IS THE OPTIMAL CTA ALLOCATION?
(September 2022) - Auspice Case Study: BTOP 50 and Auspice Diversified
Increasingly the question of “how much to allocate” to trend-following CTAs has been posed to Auspice. This 2-page case study looks at the math and portfolio benefits.
COMMODITY INVESTING IN THE AGE OF ESG AND INFLATION
(November 2021) - Auspice White Paper
Whether for broad diversification or in response to increasing inflation risks, commodity futures may be the the most practical and effective solution for responsible investors looking for commodity exposure. This white paper considers commodity futures within ESG frameworks.
INSTITUTIONAL USE OF COMMODITIES & CTAS
(November 2021) - Auspice Case Study: US Pensions and Ontario Teachers’ Pension Plan
Some highly regarded institutional investors have been investing 5 - 10% of their portfolios in CTAs while Ontario Teachers’ Pension Plan invested 12% of their portfolio in commodity derivatives. See more in this 2-page case study.
IMPORTANT DISCLAIMER
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated