Don Coxe was on BNN today espousing a portfolio strategy that will help investors walk a fine line between recession and inflation.
Link: Click here for the video
In other Don Coxe related news ...
The Coxe Commodity Strategy Fund announced today that the Over-Allotment Option granted to the Agents for its recently completed initial public offering has been exercised in full and an additional 3,750,000 Class A Combined Units have been issued for $37,500,000. The total gross proceeds of the offering including as a result of the exercise of the Over-Allotment Option are $297.5 million. The focus of the Fund is to provide investors with long-term capital growth by executing the commodity investment strategies of Donald G.M. Coxe. Mr. Coxe will act as the Fund's Portfolio Consultant allowing investors the first opportunity to gain direct exposure to Mr. Coxe's well-publicized views on the commodity super cycle.
The Fund will invest in an actively managed portfolio consisting primarily of equity securities and will provide exposures to commodity-related securities with the approximate target weightings established for the Fund by Mr. Coxe in the agriculture, base metals, steel, energy, and precious metals sectors. The portfolio is expected to be well diversified within these sectors and to consist primarily of exchange-traded equities, but may contain debt securities, cash and/or cash equivalents.
Considering that the Over-Allotment Option for the fund was gobbled up, one might surmise the demand for the fund and Mr. Coxe's expertise. It will be interesting to see how this fund performs, as Mr. Coxe is only a consultant to the fund and not responsible for picking individual stocks (I suspect). 
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Last update : 05-06-2008 17:45
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