Mr. Steve Allen discusses his firm’s experience in commodity investing, including its thematic development process, sub-sector analysis, and portfolio construction techniques.

Steve Allen is the Managing Member and Portfolio Manager for the Preservation Capital Fund, LP.  Preservation Capital is devoted to strategic, value-based investing in commodity-related and cyclical sectors.  Mr. Allen has written commodity-related articles, which have been published in Barron’s, and is quoted in the Wall Street Journal on commodity topics.  His fund’s website is http://www.preservationcapitalfund.com.