the "commodities lens" of renee haugerud:the belief that real assets drive all asset classes and geographies.a lifelong curiosity for understanding commodities setting the table for the galtere investment model at cargill.the gold arbitrage opportunity that compelled renee haugerud to launch galtere 2007-2011: what is inverse stagflation and how will it take effect?money is the grain of the 80's, the silo of money is full.a method to take advantage of the shift to real asset outperformance shifting investor perceptions of commodities from high risk trade to an investment.commodities as a global asset class over paper.capturing long-term beta in commodities while protecting against short-term downside volatility. two separately overlaid trading mechanisms drive galtere's consistency:profile and theme trading model to capture upside.price analysis model to minimize losses.
