ARCA: Products - Global Resources Program

Global Resources Program

Investment Strategy

The Global Resources Program invests in commodity-backed securities and companies that generate significant earnings from resource industries. The investment sectors in this program include but is not limited to: energy, agriculture, precious metals, industrial metals, and strategic raw materials. We believe that natural resource prices will rise sharply over the long-term in response to three key drivers:

Increasing Demand: Rising consumption by more than 3 billion people* living in fast-growing emerging economies—led by China—will drive global commodity prices higher over time (see chart below).
Supply Constraints: Producers worldwide are experiencing difficulty in finding and producing cheap non-renewable resources such as crude oil and natural gas.
Weakness in the U.S. Dollar: A weak Dollar, the result of low U.S. interest rates and a large trade deficit, means that resource commodities are more expensive when priced in Dollars.

Our team’s investment expertise in both emerging markets and broader global trends give our strategy a unique advantage. We have built this strategy on our significant experience with, and understanding of, the factors underlying China’s demand for resources and material—a primary factor of the on-going natural resources bull market. Our insight into emerging markets and resource demand have resulted in a program that is singularly focused yet takes advantage of several opportunities.

Client Benefits

The Global Resources Program is designed to help provide our clients with the following benefits:

Profit from the ongoing commodities bull market
Protect and preserve purchasing power from inflation
Gain, instead of lose, from a falling U.S. Dollar

*The combined 2008 population of China, India, Brazil, Russia, other former USSR nations, Vietnam, Malaysia and Turkey.

Price Change of Select Commodities Since 2002*

Market	Close 12/31/01	Close 3/7/08	Change
Copper	1420	8640	508%
Nickel	5745	33140	477%
Crude Oil	20.11	104.08	418%
Silver	4.62	20.155	336%
Wheat	2.89	11	281%
Gold	278.95	973.2	249%
Corn	2.09	5.325	155%
Aluminum	1337	3189.25	139%
S&P 500	1148.08	1293.37	13%
US Dollar Index	116.75	72.83	-38%

*Source: Bloomberg, prices of spot market or near-month futures contract

For information purposes only. There is no guarantee that past price trends will continue in the future.

Terms and Conditions

Annual Management Fee

Percentage	Amount
2.5%	< $1,000,000
2.0%	$1,000,000 - $2,000,000
1.5%	$2,000,000 - $3,000,000
1.0%	on amount above $3M

Minimum Investment

$300,000

Custodian Broker

Fidelity Investments

For more information, please see Frequently Asked Questions.

Notes

Absolute Return Capital Advisors LLC (ARCA) is not affiliated or related to investment newsletters China Strategy, Asia Edge and newsletter advertising authored or edited by Robert Hsu. There are material differences between the strategies and investment portfolios used in ARCA investment programs and the investment newsletters portfolios. Prospective investors must not use any newsletter information, including newsletter performance figures and/or advertising, to evaluate ARCA investment products. The owner of the newsletters is InvestorPlace Media, LLC and any questions concerning the newsletters, including any newsletter advertising or performance claims, should be referred to InvestorPlace Media, LLC at (800)718-8289.

No representation or warranty, expressed or implied, is made as to the accuracy or completeness of the information contained in this document, and nothing contained herein is, or shall be relied upon as, a promise or representation. This document does not purport to contain all the information that may be required to evaluate the proposed transactions and you should obtain a copy of the final products particulars and any other relevant information before making an investment. Past performance of a fund or a program is no guarantee as to its performance in the future.