Bison Wealth has made a notable strategic move by initiating a new position in the First Trust Global Tactical Commodity Strategy Fund (FTGC), acquiring 450,926 shares valued at approximately $11.72 million in the fourth quarter. This investment now represents 1.45% of Bison’s 13F reportable assets as of December 31, 2025, highlighting a shift towards commodity exposure amid ongoing market volatility.
The FTGC has been a strong performer, up about 20% year to date, while the broader market has struggled to maintain positive momentum. With a distribution yield of around 16%, the fund appeals to investors seeking income and diversification, particularly in the current economic climate marked by inflation and geopolitical uncertainties. Its diversified commodity focus, including gold and gasoline futures, positions it as a potential hedge against market fluctuations.
Investors should consider FTGC as a complementary asset within portfolios primarily focused on structured products and equities, balancing the need for yield with the inherent volatility associated with commodity investments.
Source: fool.com