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The "Commodities Lens" of Renee Haugerud: The belief that real assets drive all asset classes and geographies. A lifelong curiosity for understanding commodities
Setting the table for the Galtere investment model at Cargill. The gold arbitrage opportunity that compelled Renee Haugerud to launch Galtere
2007-2011: What is inverse stagflation and how will it take effect? Money is the grain of the 80's, the silo of money is full. A method to take advantage of the shift to real asset outperformance
Shifting investor perceptions of commodities from high risk trade to an investment. Commodities as a global asset class over paper. Capturing long-term beta in commodities while protecting against short-term downside volatility.
Two separately overlaid trading mechanisms drive Galtere's consistency: Profile and theme trading model to capture upside. Price analysis model to minimize losses.