Equity

Precious Metals Team

The team seeks long-term capital growth and protection of purchasing power by primarily investing in precious metals companies. It may also invest in base metals companies and natural resource companies and provide direct exposure to gold bullion.

Investment approach

Flexible, disciplined pursuit of long-term capital growth

Portfolios are diversified across market caps, countries, and production profiles.

Portfolios typically consist of 35 to 70 companies with diversification across exploration, development, and production companies.

The process begins with top-down macro analysis.

Top-down analysis consists of macroeconomic evaluation, comprehensive industry analysis, and assessment of political and regulatory environments.

Macro analysis is paired with bottom-up research and stock selection.

The team employs quantitative screening, fundamental stock analysis, and catalyst identification to identify and monitor holdings.

Portfolios are subject to consistent monitoring and risk management.

Fundamental developments and price movements are monitored along with active risk exposures at the stock, sector, and country levels.

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Unique portfolio manager experience

The team includes a portfolio manager with mining experience who began his professional career as a geologist.

Physical gold exposure

In addition to precious metals stocks, the team has the ability to provide direct exposure to physical gold.

Flexible investment approach

Global strategy is deployed within the context of a disciplined process.

Access to comprehensive firm-wide expertise

The team benefits from access to broader domestic and international equity expertise within the firm.

We look forward to helping you with your investment needs

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