What’s in store for oil prices?
Steve Bonnyman, Portfolio Manager at AGF Investments Inc., explains the fundamental reasons behind the oil price correction and its impact on the investment opportunity landscape.
The key factors behind the rapid growth in tight-oil production.
Steve Bonnyman, Portfolio Manager at AGF Investments Inc., provides some perspective on global oil production declines.
The tight oil revolution and its economic impact
Steve Bonnyman, Portfolio Manager at AGF Investments Inc. explains how the economics of oil recovery can vary substantially among producers.
We believe successful investing in the commodities market is achieved by combining a global analysis of the macroeconomic environment, together with a disciplined fundamental stock selection process, to uncover the world's best natural resource opportunities.
Our investment process is a continuous cycle that analyzes the macroeconomic environment in order to determine the outlook for the major individual commodities. Within this framework, individual stocks are then selected for the portfolio using in-depth fundamental research.
Fundamental Research: The bottom-up element of the investment cycle strives to create a portfolio that is comprised of the companies with the best combination of three key attributes: asset quality, management quality, and stock valuation.
On-going Portfolio Review: The team continuously strives to create a portfolio that combines the optimal sector profile with the best quality companies. The portfolio is typically comprised of 70% large and mid-cap companies, along with 30% smaller, early-stage growth companies.