Date updated:05-28-2008
The Humphrey Partnership is a long-short equity portfolio whose goal is to outperform the S&P 500 over the long and short terms. The portfolio may diversify into commodities and bonds.

-
GIFI
Gulf Island Fabri - $21.80
- +1.11%
- $21.45
This is an oil play. But instead of betting on the oil producers, we're betting on oil services. Lower risk play. Company is really growing.

-
VLCM
Volcom - $16.50
- -0.30%
- $16.38
Underrated stock with good management.

-
PBR
Petroleo Brasilei - $51.43
- +0.59%
- $50.83
This is a bet on not only oil but Brazil.
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