

Waters Capital Morning Call |

Port Huron
Partners, LP is a Delaware limited partnership investing in precious metals, energy sectors and dry bulk shipping. Our team brings
over one hundred years of combined experience in the investment
field, providing the knowledge to make informed decisions within
the management of our portfolios. We have distinguished ourselves
by providing sound counsel to high net worth individuals seeking
to maximize their returns.
2007 Performance: Up 35%
2008 Performance: Up 30%
2009 Performance: Up 41%
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Precious
Metals
Since 2001, gold and silver
have more than doubled in value while the U.S. Dollar index
has fallen approximately 23%, creating a market for precious
metals exceeding $375 billion dollars. World oil prices are
also on the rise and will continue to increase. This drives
the price of precious metals even higher, providing analysts
with a foreseeable bull market for this industry. Port Huron also trades in Platinum, Hafnium, Gallium, and Molybdenum
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Energy
Climate
changes and exhaustion of fossil fuels has forced many countries
to promote the use of renewable energies through tax incentives
and government subsidies. This creates an opportunity to profit
by investing in energy companies that will provide the technology
and advancement to utilize alternative resources, and therefore
preserves the world’s depleting supply of natural resources.
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Dry Bulk Shipping
The Baltic Dry Index measures changes in the cost to transport raw materials such as metals, grains and fossil fuels by sea. Changes in the Baltic Dry Index can give investors insight into global supply and demand trends. Investment in dry bulk shipping offers high dividend yields, strong capital growth and are a way to capitalize on Chinese economic growth expectations.
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