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☆ This inflation-focused ETF may be in a sweet spot
▼ + stars: | 2024-05-11 | by ( Emily Glass | ) www.cnbc.com time to read: +2 min

But even if the Federal Reserve starts to cut this year, Horizon Kinetics' James Davolos thinks his firm's Inflation Beneficiaries ETF (INFL) is in a sweet spot. "We're actually going into the mature phase of inflation," the firm's portfolio manager Davolos told CNBC's "ETF Edge" this week. Horizon Kinetics created the Inflation Beneficiaries ETF in January 2021 as inflation started to rise after the Covid-19 pandemic quarantine. As of April 30, FactSet shows the Inflation Beneficiaries ETF's top holdings include Wheaton Precious Metals , PrairieSky Royalty and Viper Energy . As of Friday's close, the Inflation Beneficiaries ETF is up 30% since its inception.

Persons: James Davolos, We're, Davolos, CNBC's Organizations: Federal Reserve, Reserve, Wheaton Precious Metals, PrairieSky, Viper Energy

☆ Commodity stocks are a ‘great place to look’ amid the volatility: Fund manager
▼ + stars: | 2023-03-29 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

But fund manager James Davolos believes the commodities sector is where it's at for savvy investors. "I don't really worry about volatility that much, but I continue to think that the one universally underpriced asset class today is commodities," Davolos, portfolio manager at Horizon Kinetics, told CNBC's "Street Signs Asia" on Monday. Stocks to play it One of his top picks is Lithium Royalty Corp, which owns a royalty portfolio of lithium mines. Davolos believes the market is underappreciating Lithium Royalty as most of its portfolio mines have yet to commence production. Davolos also likes two other stocks : Viper Energy Partners , which owns a royalty portfolio of oilfield assets, and its parent company Diamondback Energy .

☆ Buying the dip on energy stocks? Wall Street pros name their top picks
▼ + stars: | 2023-03-28 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

Energy was the second-best-performing sector of the S & P 500 last week, as investors flocked back into the stocks amid a recent dip in oil prices. Thummel also likes two energy infrastructure stocks — Cheniere Energy and Energy Transfer . He likes Viper Energy Partners , which owns a royalty portfolio of oilfield assets. "Viper Energy has one of the largest backlogs of tier-one locations in the [Permian] basin. Viper Energy is thus able to leverage improving energy prices while having "strong" downside support, according to Davolos.

☆ James Davolos' stock fund has been one of the world's best for two decades. He told us how he has consistently beaten the market, and why he's comfortable betting half his money on a single company.
▼ + stars: | 2023-03-24 | by ( Marley Jay | ) www.businessinsider.com time to read: +6 min

Co-manager James Davolos told Insider about the fund's approach to identifying market mistakes. Half the fund's money is in one stock, and Davolos explained why he's not hurrying to change that. Davolos and his team then investigate those areas and try to identify any mistakes the market has made about the quality of an investment. "Nobody at the firm follows a sector per se, or a geography, or a capitalization," Davolos told Insider in a recent interview. Texas Pacific doesn't have to pay for equipment or fund that work; it simply makes money from the drillers.

☆ The top-performing stock-picker of 2022 shares 6 of his favorite companies to buy now to protect against high inflation, low profits, and an energy shortage that will last for years to come
▼ + stars: | 2023-01-22 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Here are six energy companies that Davolos believes are strong long-term investments. Expect high inflation to hurt earnings in 2023 and beyondOf all the trends Davolos spotted, one stands out most: inflation will be higher for longer. Most investors assumed that the high inflation of the 1970s and '80s was gone forever after the internet and other technology kept prices down during the previous two decades. Stocks broadly will likely suffer if inflation stays stubbornly high, Davolos said, given that higher prices weigh on firms' profit margins. Energy royalty companies' efficient, asset-light business model gives them lofty operating margins that are the envy of their peers.

☆ This top-performing manager boasts mutual funds that are up 40% this year. Here's how he crushes the market
▼ + stars: | 2022-12-16 | by ( Yun Li | ) www.cnbc.com time to read: +4 min

Horizon Kinetics stood out in a brutal year for stocks — boasting several mutual funds that have returned more than 40%. On the list of best-performing equity mutual funds of 2022, four out of five are from this under-the-radar, New York City-based shop, according to Morningstar. Royalty companies Kinetics focuses on hard assets, but that doesn't mean each candidate appears in a Kinetics' portfolio. The Paradigm fund's biggest position is in Texas Pacific Land , one of the largest owners of land in Texas. The company, which Kinetics has owned since 1995, has exposure to two types of hard assets — land as well as oil and gas royalties.

☆ How the No.1 fund manager this year uses hard assets to beat the market
▼ + stars: | 2022-12-16 | by ( Yun Li | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow the No.1 fund manager this year uses hard assets to beat the marketJames Davolos, a portfolio manager at Horizon Kinetics, said his market-beating secret is to find the so-called "hard assets" to benefit from inflation.

☆ Here Are the Few Stock-Fund Managers Who Managed to Post Gains Over the Past Year
▼ + stars: | 2022-10-06 | by ( Suzanne Mcgee | ) www.wsj.com time to read: 1 min

The winner, James Davolos of Kinetics, doesn’t over-diversify. Many stock-fund managers can spin tales of how they triumphed over a bear market. Few, however, have encountered the kind of nightmare market they now are confronting. Only the most stubborn contrarians think that a lasting rebound has begun with the positive bounce taken in early October by U.S. stock indexes. Investors still face painful inflation, rising interest rates, nerve-racking volatility and geopolitical tensions.

☆ This spin-off focused fund is crushing the market in 2022 with an unconventional portfolio
▼ + stars: | 2022-09-20 | by ( Jesse Pound | ) www.cnbc.com time to read: +4 min

The Horizon Kinetics Spin-off and Corporate Restructuring Fund , which buys stocks shortly before or after a corporate event, has created a narrow portfolio of smaller stocks that is crushing the market in 2022. The fund has gained more than 17% in 2022 even as the S & P 500 fell into a bear market. James Davolos, a portfolio manager at Horizon Kinetics, said that spin-offs can create mispricing of stocks due to market structure. So they are probably going to sell the stock," Davolos said. Worker hospitality stock Civeo Corp ., which was spun out from Oil States International in 2014 , has also been a big winner for the Kinetics fund in 2022, gaining more than 40%.

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