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Hakan Kaya's fund is one of the top performers in the world in the last year. He told us 4 commodities he's still betting on for the best long-term returns, and why he doesn't bother investing in...

Hakan Kaya's fund is one of the top performers in the world in the last year. He told us 4 commodities he's still betting on for the best long-term returns, and why he doesn't bother investing in...

Traders like these at the Chicago Mercantile Exchange focus on commodities, just like Hakan Kaya.
Scott Olson/Getty Images




Hakan Kaya's commodity strategy is one of the best-performing funds in its class over the last year.




Kaya told Insider about his no-stock approach to investing in commodities.




He also explained his long-term views on oil and his top picks in the commodity space.




See more stories on Insider's business page.


The commodity futures market can seem like a wild place - something investors need to hedge against rather than use as a source of portfolio protection.But that's not how fund manager Hakan Kaya looks at it. Kaya handles risk balanced and commodities portfolios for Neuberger Berman, a firm responsible for $433 billion in assets as of June 30. There, his Risk Balanced Commodity Strategy Fund is one of the most successful alternative investment funds in the world.Kiplinger data shows that Kaya's fund returned 58.9% to investors over the 12 months that ended May 31, better than all but four funds in the "alternative" category. But he says the goal isn't getting rich from bull markets in oil. It's getting diversified exposure to commodities and hedging against inflation, a core concern for markets lately."We think of commodities as hedging that surprise part of inflation, or the unexpected part of inflation," he told Insider in an exclusive interview.
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