In these volatile times, Leeb Capital Management opens the door to new investors for a strategy the firm has managed for private clients for half a decade.  The same investment strategy behind the Leeb Resources Fund, previously only available to high net worth investors, is now open to new investors via a mutual fund offering.

Past performance is not a guarantee of future results. 

  • In the 1970s, sharply rising energy costs led to stagflation: high unemployment, high inflation, and economic recession. Both oil and gold dramatically outperformed U.S. large-cap stocks.
     
  • In the 2000s, we saw the beginnings of a similar phenomenon. However, now scarcity (rather than political forces) may cause resource prices to rise dramatically, which would impact real economic growth and could make materials one of the last true wealth creators.

Please send me a prospectus

Macro developments drive sector specific investment themes:

Energy and Materials

  • The continued growth of the Developing World (China, India, Brazil, etc.) is straining resource markets

    • Economic growth (esp. industrialization) is energy intensive – driving global oil demand.  Little meaningful production increase to meet rising energy needs.
    • Major infrastructure projects taking place around the world are causing demand for base metals to outstrip supply.  This includes copper, iron ore, zinc, and many other minerals.
    • Growing populations and rising income levels in developing nations are straining global food supplies, hastening demand for fertilizer.
       
  • The Developed World is furthering the strain as new initiatives to combat higher energy prices affect other resource markets

    • Solar energy technology requires vast quantities of silver
    • Hybrid cars require far more copper than their conventional counterparts
    • Wind energy technology requires rare earth elements

Symbol: LCMRX

Portfolio Managers:
  • Stephen Leeb, Ph.D.
  • David Sandell, CFA
  • Genia Turanova, CFA
  • Gregory Dorsey
Which brokers can help me invest in the Leeb Resources Fund?
Charles Schwab
TD Ameritrade
Fidelity
Scottrade
E*trade
And More...

Minimum Investment:
$1,000 for for retirement accounts
$2,500 for taxable account

Status:
Open
 
Precious Metals
  • Accommodative Monetary and Fiscal policy from governments and central banks around the developed world debase the value of paper currency.
    • Specifically, record debt and spending levels by the US Government (and its proxies) have raised questions about the US dollar’s standing as the world reserve currency
    • Central banks have added to gold positions as real value hedge
  • Gold, and other precious metals have historically thrived in times of economic turbulence, whether it be inflation, stagflation, or deflation.
  • Rising material prices would likely find their way to finished goods, potentially stoking inflationary forces, further adding to devaluation of paper currencies, and hastening the rise in precious metal prices
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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-866-400-LEEB (5332) or by downloading one at www.leebfunds.com. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Investments in commodities may be affected by overall market movements, changes in interest rates, and other factors such as weather, disease, embargoes and international economic and political developments. Commodities are assets that have tangible properties, such as oil, metals, and agricultural products. These instruments may subject the Fund to greater volatility than investments in traditional securities. Funds whose investments are concentrated in a specific industry or sector may be subject to a higher degree of market risk than funds whose investments are diversified.

Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208.
(Member FINRA)

There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future
performance; and investment results may vary.