 | The Gold Report |
| Less Correlation Among Commodities Demands More Careful Selection: Philip Richards |
| The Gold Report: Philip, your March update on the Special Situations Fund showed a 4.21% increase during Q1/14, compared to 1.29% for the Bloomberg World Mining Index. You noted that cold weather and concerns about China, Ukraine and South Africa are driving commodity markets short term. Are you worried about the impact of a slowdown in China on commodities and your funds?
Philip Richards: A slowdown in China is a concern, but it's one of many, and it isn't an overwhelming concern. Ukraine has Monday, June 16, 2014 |
