Victor Smorgon Group’s Post

An interview with journalist Josh Chiat featured in The Australian and Stockhead today with Victor Smorgon Group Equities Co-CIO Joseph Sitch, and Investment Managers Cameron Judd and Ben Salter.    Victor Smorgon Group's equities portfolio manages in excess of $500 million in funds across its equities strategies for members of the Smorgon family and third party investors. The Group’s liquid portfolio, the Global Multi-Strategy Fund, includes significant investments in gold and copper driven by strong market fundamentals. Our gold strategy, led by Cameron Judd, has grown from $1 million to over $100 million, consistently outperforming the gold price by 10%. Key investments include Regis Resources and Vault Minerals, with a positive outlook on gold despite price fluctuations. Our decarbonisation strategy, managed by Ben Salter, has grown to become 18% of the Global Multi-Strategy Fund portfolio. The strategy focuses on copper, avoiding the volatile lithium market. Key holdings include MAC Copper in Australia and North American and international projects like Calibre Mining Corp and NGEx Minerals. We remain cautiously optimistic about copper's long-term prospects due to strong supply-demand dynamics. To learn more about the Global Multi-Strategy Fund, visit our website https://lnkd.in/gVXgzkNz Read the full article here: https://lnkd.in/gVYNGbjZ

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