Adams Natural Resources Fund Should Benefit From The Upcoming MTUM Rebalancing


  • The $14 billion MTUM ETF is starting its semi-annual rebalancing at the end of this week.
  • There will be a big shift out of the Technology sector into the Energy sector.
  • PEO trades at a 13+% discount and could be a good way to "get in front of" the MTUM rebalancing trades.
  • This idea was discussed in more depth with members of my private investing community, Yield Hunting: Alt Inc Opps. Learn More »
Oil Prices Moving Up
Photo by sefa ozel/iStock via Getty Images

Written by George Spritzer, co-produced by Alpha Gen Capital

Before providing the supporting information on the Adams Natural Resources Fund (NYSE:PEO), I want to summarize the main reasons for this recommendation.

1) The iShares MSCI USA Momentum Factor ETF (

Marketplace Service For Those Hunting For Yield

George Spritzer's top investment ideas are being featured on Alpha Gen Capital's "Yield Hunting" marketplace service.

This service is dedicated to yield/income investors who wish to avoid market froth. We encourage investors to benefit from yield opportunities within closed-end funds, business development companies, and other niche areas. For safe and reliable income streams, check out Yield Hunting.

This article was written by

George Spritzer, CFA profile picture
Targeting 8+% Income Stream using CEFs, ETFs, Munis, Preferreds and REITs

George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals. George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc. Some of my premium articles are published on Alpha Gen Capital's "Yield Hunting: Alt Inc Opps"

Disclosure: I am/we are long PEO, MTUM. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (27)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.