SOURCE: Geneva Advisors

Geneva Advisors

September 16, 2014 09:00 ET

Geneva Advisors Natural Resources Strategy Ranked in Top Ten by Pensions & Investments Magazine

CHICAGO, IL--(Marketwired - Sep 16, 2014) - Geneva Advisors Natural Resources Strategy, a portfolio managed exclusively for clients of Geneva Advisors, made Pensions & Investments magazine's Top Ten List in the Natural Resources peer group. This ranking was based on the 1 year net of fees performance for the period ending June 30, 2014.

"We are pleased by the recent performance of our strategy," said Matthew Scherer, a Portfolio Manager at Geneva Advisors. "It is an honor to get recognized by one of the industry's premier publications."

The Geneva Natural Resources Strategy seeks to provide commodity exposure purely through equity investments. Geneva believes this structure can provide clients the inflation protection and diversification benefits of a commodity related investment without the challenges and expenses of futures and ETFs.

"We believe the Natural Resources asset class will play a larger role in asset allocations as the business cycle moves into the later part of the recovery and investors search for capital appreciation, diversification, and inflation protection. It is difficult for investors to acquire hard assets like timberland, oil wells, and gold. We believe the same thesis behind these investments can be expressed by allocating to equities within the natural resources value chain," said Scherer.

The full article can be found on Pensions & Investments website:

Geneva Advisors, LLC, has seen assets under management rise to $7.9 billion since the firm's inception in 2003. The growth is attributed to the firm's commitment to providing independent advice and the quality of their portfolio management.

Geneva Advisors is an employee-owned, independent, opportunity-driven boutique investment management firm serving institutional investors and high net worth individuals. Geneva Advisors provides clients with performance-focused asset allocations, direct access to senior investment professionals, and transparency to portfolio decisions. Geneva Advisors has shown financial strength, stability, and has a proven track record since its founding in 2003. Visit or contact Robert J. Coulton at 312.422.0475 or for additional information.


Past Performance is not indicative of future results. Individual results may differ. Pensions & Investments has no affiliation with Geneva Advisors, LLC. Geneva Advisors had no influence on the process Pensions & Investments used to determine this ranking. The ranking was based on the 1 year net performance for the period ending June 30, 2014, according to the Morningstar database.

Contact Information

  • Contact:
    Rob Coulton