Many of the high-performing stock mutual funds specialized in natural resource-oriented stocks, precious metals stocks or stocks from companies in Latin America and other emerging markets.

FORBES: Magazine Article

One was upbeat, forecasting a period of higher commodity prices that would fuel the resource sector, rising exports, and low double-digit stock market gains in New York and a high single-digit advance in Toronto.

FORBES: Two Views Of The Future

It was packed with Canadian companies in search of capital either through a direct listing (difficult, given profitability requirements at the Hong Kong stock exchange) or a partial investment by a cash-laden, resource-hungry Chinese firm.

ECONOMIST: Boom time for miners in a resource-hungry region

We also have dedicated commitments to non-US assets in the stock and bonds area, precious metals and commodities, real estate and natural resource-type stocks.

FORBES: A Strategy for Preserving Long-Term Capital

"Everybody gets excited when Bob Friedland is pumping some stock, whether it makes sense or not, " says Ryan Bennett, principal at Resource Capital Funds, a Denver private equity group, who just returned from Mongolia.

FORBES: The Promoter