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Does Agriculture Give PRPFX An Advantage?
Posted: Wed May 18, 2011 2:57 pm
by Reub
I noticed that agriculture is a portion of PRPFX's portfolio. Does this give PRPFX an advantage over the HBPP?
Re: Does Agriculture Give PRPFX An Advantage?
Posted: Wed May 18, 2011 3:31 pm
by MediumTex
It's just one more component of PRPFX's inflation tilt.
Whether it provides an advantage over the HB PP is a matter of perspective and one's beliefs about future inflation.
Re: Does Agriculture Give PRPFX An Advantage?
Posted: Wed May 18, 2011 4:39 pm
by dualstow
Where did you find this? I have just searched the prospectus, the newest annual report and the Statement of Additional Information (SAI) for the word "agriculture", but with no results. I know they own real estate and natural resources-- figured the latter meant timber and things like that.
Re: Does Agriculture Give PRPFX An Advantage?
Posted: Wed May 18, 2011 5:03 pm
by MediumTex
dualstow wrote:
Where did you find this? I have just searched the prospectus, the newest annual report and the Statement of Additional Information (SAI) for the word "agriculture", but with no results. I know they own real estate and natural resources-- figured the latter meant timber and things like that.
I assume he is talking about timber holdings and presumably some of the fertilizer companies.
Maybe there is some kind of farmland REIT in the real estate holdings. I don't know.