Coxe Commodity Strategy Fund &
Coxe Global Agribusiness Income Fund
have been closed
Commodity and Portfolio Updates
August 11, 2016
For official Fund information, including prospectus, news releases, fund reports and financial statements, please visit the BMO Capital Markets website…
To provide investors with long-term capital growth by executing the commodity investment strategies of Donald G.M. Coxe.
The Fund invests in an actively managed portfolio consisting primarily of equity securities. The Fund provides exposures to commodity-related securities in the agriculture, base metals & steel, energy and precious metals sectors.
To provide Unitholders with: (i) the opportunity for long term capital growth, (ii) quarterly distributions, and (iii) lower overall volatility of portfolio returns than would be experienced by owning securities of Agribusiness Issuers directly.
The Fund invests in a portfolio of publicly-listed securities of issuers engaged in various aspects of agriculture, including food production, agriculture equipment and sales, fertilizers, seed and specialty chemicals and agriculture infrastructure, agriculture technology and biotechnology related to the agribusiness industry.
Don Coxe’s approach to investing for the Funds:
We believe that investing in a portfolio of equities rather than directly in commodities may be preferable because equities are operationally leveraged to rising commodity prices and may offer higher potential return due to greater transparency, lower volatility, increased liquidity, and the ability for management to add value to create incremental return.
We use a combination of top-down macroeconomic thematic research with fundamental analysis to identify attractive investment opportunities. Global investment themes and sector weightings are selected according to a resource-driven philosophy rather than a street-driven philosophy.
We believe that continued strong demand for global commodities will be driven by the needs of the growing middle class of the developing and emerging market economies.
which includes companies providing inputs and services to farming such as fertilizer, seeds, farm equipment, irrigation, agricultural chemical, and transportation, and primary producers such as meat and dairy farmers.
Base Metals & Steel
which includes mining companies that focus on minerals other than precious metals, and steel companies.
which includes oil and gas producers, integrated oil companies and refiners, drillers, oil service and geophysical companies, producers of coal and uranium, and pipelines.
which includes mining companies that focus on gold and/or silver, but may include companies producing diamonds, platinum, and palladium, and exchange-traded funds investing in precious metals.