ORG has found that returns on natural resource assets have extremely low or negative correlations with financial assets and even low correlations with traditional urban real estate.  This powerful tool for portfolio performance improvement is currently outside the mainstream investment community  which affords the savvy specialty managers to generate significant and consistent positive alphas.  David Ricardo, a father of modern economic thought, once said that "Boom" times are periods of low prices while "Busts" are times of high prices.  This theory supports the fundamental basis of negative correlations.

In ORG's view, low cost producers within the agricultural and timber industries are the strongest market participants.  The selection of managers implementing proven new technologies generating the highest growth offer superior investment returns with lower risk

ORG has the research orientation and investment experience to identify those managers who can respond to changing market environments and are agile enough to capture market inefficiencies.