Abhay Deshpande, CIO, Centerstone Investors, explains the Centerstone Investors Fund (CENTX) which contains about 10% of gold and gold mining stocks, used as a hedge. They also look outside the U.S. for equities that are trading at a good price and well managed but have been overlooked. They also look at small and mid-cap companies. Their goal is to achieve equity like returns. Deshpande's companies to watch include Israel Chemical and Airliquide.
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