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The Managers believe that there are two broadly related real asset classes that will outperform during and in anticipation of a rising inflationary environment. The first class is hard-commodity investments such as energy assets and energy producing companies (e.g.: oil and gas, coal and uranium) as well as base and precious metals and producing companies (e.g.: copper, gold and silver). The second class is real estate related investments such as indirect real estate investment in companies that run or manage real estate vehicles for us.
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