`Water stocks are not recession proof but are recession resistant`

Released on: October 7, 2008, 8:44 am

Press Release Author: InvestorIdeas.com

Industry: Financial

Press Release Summary: Investorideas.com Water Stocks Podcast; Bill Brennan
Discusses the Performance of the Kinetics Water Infrastructure Fund, Global Water
Industry Trends and Investing Trends

Press Release Body:
Investorideas.com Water Stocks Podcast; Bill Brennan Discusses the Performance of
the Kinetics Water Infrastructure Fund, Global Water Industry Trends and Investing
Trends

“Water stocks are not recession proof but are recession resistant”


POINT ROBERTS, WA -- October 7, 2008- Investorideas.com and its Water-stocks.com
Podcast series “Investing in Water” present an in-depth interview with Mr. Bill
Brennan, President & Managing Partner of Aqua Terra Asset Management and Senior
Portfolio Manager of the Praetor Global Water Fund. Mr. Brennan discusses the
performance of the Kinetics Water Infrastructure Fund and global trends specific to
the sector including water re-use and reclamation.

According to Mr. Brennan the Kinetics Water Infrastructure Fund, launched in June
2007, focuses on water infrastructure both globally and in the US. The fund is about
65% invested in companies that are domiciled outside of the US.

Mr. Brennan reports, ”“What we try to do is invest in the areas where
infrastructure spending is accelerating. We have seen it go from about $250 -260
Billion 5 years ago to $520 Billion moving to a Trillion dollars in the next 4-5
years on an annual basis. We invest in companies that have a 30-40% exposure to
water infrastructure and growing.

So you won’t see us involved in areas that are not water company related. We won’t
be in the GE’s and the Siemens of the world, because even though they are big
players in water and water infrastructure, their revenue does not move the needle
enough from a contribution standpoint to make it into our universe. We have to watch
those companies because they are actively involved in acquisitions and they have
become the leaders in technology. We focus on the small and mid-cap companies that
are really going to benefit from the increase in spending globally.”

In discussing the fund performance Mr. Brennan tells us, “The fund continues to
out-perform the broader market by about 800-900 basis points in regard to the S&P
and we also outperform the water ETF’s on an absolute performance basis.”

“Water stocks are not recession proof but are recession resistant”, he notes.
“People have to take a look at necessities- where they spend. Water is a necessity
along with power and waste management.”

To listen to the full interview:
http://static.investorideas.com.s3.amazonaws.com/podcasts/2008/100608a.mp3

To hear previous audios from other water experts: http://www.investorideas.com/ws/
Investing in Water Podcast RSS Feed: http://www.investorideas.com/Podcasts/water.xml

www.Water-Stocks.com, a portal within the InvestorIdeas.com content umbrella, offers
investors research tools, news, Blogs, online conferences, Podcasts, interviews and
a directory of public companies within the water sector. The water-stocks content
hub has created a global marketplace and meeting place for investors, public
companies, industry buyers and sellers of water technology, services and water
assets.

About InvestorIdeas.com:
"One of the first online investor resources providing in-depth information on
renewable energy, greentech and water sectors." InvestorIdeas.com is a leading
global investor and industry research resource portal specialized in sector
investing covering over thirty industry sectors and global markets including China,
India, Middle East and Australia.

Disclaimer: Our sites do not make recommendations. Nothing on our sites should be
construed as an offer or solicitation to buy or sell products or securities. We
attempt to research thoroughly, but we offer no guarantees as to the accuracy of
information presented. All Information relating to featured companies is sourced
from public documents and/ or the company and is not the opinion of our web sites.
This site is currently compensated by featured companies, news submissions and
online advertising. Disclosure:
www.InvestorIdeas.com/About/Disclaimer.asp

For More Information Contact:
Dawn Van Zant 800-665-0411
Email: dvanzant@investorideas.com
Web Site: www.InvestorIdeas.com

Source: Water-Stocks.com


Web Site: http://www.water-stocks.com

Contact Details: For More Information Contact:
Dawn Van Zant 800-665-0411
Email: dvanzant@investorideas.com
Web Site: www.InvestorIdeas.com

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