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     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%

 

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


 

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.


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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