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With the Strait of Hormuz disruptions top of mind, shipping companies, particularly those that carry oil, are earning record amounts. Our goal in Schiff Sovereign’s Strategic Assets, however, is not to be reactive but to position ourselves ahead of time. We featured two crude oil carrier companies in July 2023 and September 2024 because they had low breakeven costs, low debt and were primed to take advantage of an upswing in the cycle. They are now up 210% and 154% and are paying double-digit dividend yields at today's price. The team is currently positioned in other companies with similarly attractive risk/reward dynamics. https://t.co/wbMC33oS9B