Primary Stock Research
For more than three decades, we have always done our own prior to integrating multiple other data analyses. SCM adheres to a strict discipline that demands fundamental and quantitative research on global interest rates, specific currencies, commodities, and global stock markets.
Richard Seamans is recognized around the world as an investment strategist and an investor in resource equities. The investment team has various knowledge sets and capabilities within the investing space. Our firm’s deep background in energy and resource investing gives us a unique ability to successfully invest in renewable energy and its related technologies. Additionally, we are knowledgeable about the metals and materials necessary to support the development of clean energy technologies.
Research, combined with our strategic partnerships, allowed us to take advantage of the 2001-2012 resource investment cycle: from 2002-2012, Seamans Capital Management produced an 18.4% net average annual return in our Global Energy Income portfolio and a 20.2% net average annual return in our Global Opportunities portfolio.
How did we achieve that record? We have cultivated deep expertise calling market turns:
Suggested that commodities would outperform stocks two to threefold over the following 14 years. The growth of the emerging markets' middle class, as well as the development of China’s infrastructure, would be the primary driving forces for the outperformance of basic commodities – including conventional energy, base and precious metals and their related stocks.
Based on fundamental analysis, suggested that the U.S. dollar index had peaked at the rise of 50% since 1992 and that it would decline by 40% to 60% over the next decade.
Predicted the price of gold would rise to its inflationary adjusted high over the next decade.
Foresaw major global currency decline of 30% to 50% in a competitive currency devaluation process that was driven by quantitative easing. This process was likely to see individual currencies decline by 30% to 50%.
With solar becoming cost-competitive with conventional energy, our focus shifted into the renewable energy field, due to the economic fundamentals of renewable energy and its related technologies.
Long-term low in interest rates reached. Foresaw an initial long-term interest rate rise to their level of 4.0% to 4.5% 2008 as central banks withdrew reaching 6.5% to 7.5% within 5 years.
Foresee a 20% to 40% rise in the U.S. dollar and a very strong U.S. stock market over the next 3 to 5 years as a safe haven investment from international uncertainties.
Lower cost technologies are driving clean energy advancements in energy generation, transportation, manufacturing and services that are transforming the way we live and work.