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Natural resources a natural selection for investors

Natural resources

Evolving world has fewer raw materials, but more demand; time to pounce, fund manager says

It's time to load up on natural-resource-related investments, according to Aaron Kennon, head portfolio manager and chief executive at Clear Harbor Asset Management.

Mr. Kennon, whose firm manages more than $400 million in separate account portfolios, focuses on a host of macro-demographic trends t

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