Auspice Capital Advisors

09/02/2021

Auspice August 2021 Monthly Update -

Auspice Diversified and Auspice Broad Commodity continued to outperform respective benchmarks, up +0.98% and +0.38% respectively as CTA and commodity benchmarks were flat to negative.  The big news was out of the Ontario Teachers' Pension Plan, upping their commodity allocation to 12% of the portfo...

08/06/2021

Auspice July 2021 Monthly Update -

It was a mixed month for our product suite. Commodities continued their upward march and the Auspice Broad Commodity Index is now up in 15/16 of the last months – One of many data points suggesting inflation is not likely going to be short term transitory. The rest of the product suite experien...

07/13/2021

Investing in the New Commodity Supercycle: July 23, 11am-12pm EDT -

07/07/2021

Auspice June 2021 Monthly Update -

It was a mixed month for our product suite. Commodities continued their upward march and the Auspice Broad Commodity Index is now up in 14/15 of the last months – One of many data points suggesting inflation is not likely going to be short term transitory (see Blog for more). The energy sector h...

06/17/2021

Inflation and Investing in the Commodities Supercycle -

The BTOP 50 CTA Index has returned 13.9% over the 15 months since March 2020. Auspice Diversified, our flagship commodity-tilted multistrategy, has delivered 42.2% during the same period. This kind of performance has not been experienced since 2014. What's changed? The short answer: markets have cha...

06/03/2021

Auspice May 2021 Monthly Update -

Another strong month across the Auspice product suite again as 3 of 4 core strategies produced strong gains and are now up over 17% YTD in 2021. As mentioned in previous communications, a bull market in commodities provides much more opportunity for commodity trend following. From 2000 - 2010 the S...

05/05/2021

Auspice April 2021 Monthly Update -

It was another strong month across the Auspice product suite as 3 of 4 core strategies produced strong gains and are now up over 15% YTD in 2021. The pause in commodity markets appears to have been short-lived as major commodity indexes resumed their upward climb. With consensus building around th...

04/28/2021

Invitation - Inflation, Mega-Stimulus, and the Commodities Supercycle -

After a decade of underinvestment, the return potential and portfolio diversification benefits of commodities are underappreciated. Now, the potential of a supercycle is a reality given a generational demand shock and massive global stimulus further enhanced by a sustainable green transition. Oil an...

04/06/2021

Auspice March 2021 Monthly Update -

Pause -  After 11 consecutive months of gains in the Auspice Broad Commodity index, in March we finally experienced consolidation in commodities and mixed performance across our product suite. For the quarter performance was generally strong, with our two flagship portfolios (ADP & AOF) producing ...

03/17/2021

Invitation - Opportunities in Commodity Investing -

Commodities outperformed equities from 1970 to 2010. After the boom we had a decade of structural underinvestment. All commodity sectors are now in deficit, prices are just starting to rebound, and investors are taking notice. What are the best opportunities for investors? Resource equities, commod...

03/03/2021

Auspice February 2021 Monthly Update -

It was a heck of a month at Auspice with strong performance across our product suite. As a new bull market emerges in commodities, we think it's still a drop in the bucket. Long term commodity charts are just starting to breakout, and we think we're in the first inning of what should be an exception...

02/09/2021

Auspice January 2021 Monthly Update -

It’s an exciting time at Auspice. Our team has expanded, our assets have grown, and our forward opportunity set is better than ever. In order to improve our communication efforts, we will be sending one combined monthly update going forward that will cover our four core products.