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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NOW LIVE: Panel Discussion - #Gold in times of uncertainty - #investment strategies for volatile markets. Speakers include: Alberto Migliucci, Founder, & CEO, Petra Commodities Asia, Sean Russo, Managing Director & Principal, Noah's Rule, Benjamin Clifford, Managing Director, Argonaut and James Morrison, Portfolio Manager, Regal Funds Management. ✔ Portfolio allocation: Determining the right percentage of gold for #institutional investors. ✔ Gold's role as a short-term opportunity or #portfolio insurance. ✔ Comparative appeal of gold among precious #metals for institutional investors. ✔ Key considerations for institutional #investors when allocating to gold during uncertain times. 🔗 Find out more: https://lnkd.in/gyCaJJ3i Discover exciting opportunities, engage in one-on-one discussions and gain valuable insights into the mining #investment landscape. EXCEPTIONAL INVESTMENT OPPORTUNITIES SELECTED BY THE MININGNEWS.NET #MNSSydney #Mininginvestment #Aspermont #MiningNews
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💡 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 – 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰: 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 – 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗶𝗻𝗶𝗻𝗴 𝗙𝘂𝗻𝗱 The Commodity Capital Global Mining Fund closed the reporting month of September with a slight decline. As every year, September was marked by mine visits and two major conferences in Colorado. What stood out to us was that the number of investors at both the junior companies' fair and the major producers' event reached a historic low. However, this lack of interest was more than compensated by the high demand from large producers. In fact, the junior companies' fair even recorded a record number of participants, despite it being difficult to find more than a handful of institutional investors. For us, this is another strong indicator of an upcoming bull market in precious metals. Although prices are at all-time highs, investors remain cautious, while producers are desperately seeking new acquisition targets to take advantage of sharply rising margins and profits. From our perspective, the market is currently in an exceptional situation: the gold price is at a historical high, and the fundamentals for silver are extremely promising. By 2027, over 50% of silver demand could come from the solar industry. However, the current price level of gold is not so much driven by optimistic investors, but rather by high physical demand from Asian central banks. We see this as a precursor to rising demand from investors for both gold and silver. In our view, this also opens up opportunities for mining stocks, as central banks may buy physical gold but not mining stocks. Retail and institutional investors, however, will surely seize opportunities once their outlook on precious metals changes. At the moment, we are in a bottoming phase following a bear market, albeit at all-time highs. Therefore, we do not expect a slow and long-term bull market, but rather a dynamic and explosive trend. Learn more about the fund by visiting www.commodity-capital.com Legal Notice: This content is for informational purposes only. It does not constitute financial advice or a recommendation to invest. Always consult with a qualified financial advisor and review the fund's official prospectus and key information document before making any investment decisions. #gold #goldprice #fonds #preciousmetals
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In this insightful interview, Cynthia McLaughlin, MBA interviews Tom Winmill, manager of Winmill & Co. Incorporated's Midas Fund. Together, they explore the rationale for including gold in an investment portfolio, particularly in today’s volatile economic environment. Gold, traditionally seen as a safe haven, offers a counterbalance to equities, especially during downturns or geopolitical crises. While gold bullion provides stability, gold mining stocks offer potential growth through operating leverage, with prices often surging more significantly than gold itself. Winmill highlights key factors for assessing gold-related investments, including free cash flow, reserves, and political stability in mining regions. He also addresses the shifting global landscape, where central banks increasingly favor gold over U.S. dollar reserves. This trend, fueled by concerns over U.S. monetary policy and geopolitical risks, may amplify gold’s appeal. For investors, a balanced, informed approach to gold allocation can help hedge against market risks while capitalizing on valuation cycles in gold equities. #GoldInvesting #PortfolioDiversification #SafeHavenAssets #WealthManagement #GoldMining #EconomicUncertainty #FinancialPlanning
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Only put off until tomorrow what you are willing to die having left undone. ## Freeport-McMoRan: Will It Continue Dominating the Market in Q3 2024? In the past five years, Freeport-McMoRan has emerged as a powerhouse in the copper mining industry, consistently outperforming the broader market. As we approach the third quarter of 2024, investors are eagerly anticipating whether the company can maintain its winning streak. ## 🚀 Don't Miss Out on Freeport-McMoRan's Potential! Take Action Now! 📈 With a track record of crushing market returns, Freeport-McMoRan presents a promising opportunity for investors looking to grow their Health Savings Account \(HSA\) funds. As the demand for copper continues to rise, driven by global infrastructure projects and the transition to renewable energy, this company is positioned for success. Investing in Freeport-McMoRan not only aligns with your financial goals but also supports the advancement of healthcare, wellness, and sustainable living. By allocating a portion of your HSA towards this high-performing copper mining stock, you can actively participate in the growth of an industry that plays a crucial role in building our future. Don't let the Fear of Missing Out \(FOMO\) hold you back! Seize this opportunity to invest in Freeport-McMoRan and maximize the potential returns for your HSA. Act now to secure your financial future and contribute to the betterment of our world. #hsa #investing #healthcare #health #family #wellness 💰📈🏥💪
FCX Q3 Forecast: Is This Copper Mining Stock a Buy Ahead of Earnings?
barchart.com
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The Lowell Resources Fund has come under the microscope of Bell Potter Securities LIC analyst Kion Sapountzis in his research report hot off the press. Bell's interest appears to have been tweaked by LRT's leverage to the #gold sector in this exciting time for the yellow metal. As John Forwood revealed in his March monthly fund report, LRT's exposure to gold had increased to 41% at end March. Gold shares make up half of the fund's top 10 share holdings at end-March, led by Mark Zeptner's Ramelius Resources Limited, West Africa-focused Predictive Discovery, Victoria-focused Southern Cross Gold (led by Michael Hudson), Mighty Newmont Corporation, the world's biggest gold producer, and Kalgoorlie minnow Astral Resources, led by the dynamic Marc Ducler. Hang on, Newmont is not a small company?? What's it doing in the LRT? Well, as John has explained in various public forums, the fund's structure as a trust demands that it pays out all taxable profits to unitholders. The half-year statement (Appendix 4D) showed the profit derived from selling the fund's holding in 2023 lithium tearaway Azure Minerals Limited, which falls in this FY. The choice was to hold potential distributable profits in cash or in something large in a space we love, the #gold sector. An easy choice really! LRT announces the Net Asset Value (NAV) per unit weekly.
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RBC: Minerals, E&P Stocks Wooing Back Generalist Investors Public mineral and royalty companies have performed well in the markets, and investors are taking notice. But experts say mineral and royalties stocks still have a long way to go to compete for generalist investor capital. Read More: https://ow.ly/Yjgs50RhEiA
RBC: Minerals, E&P Stocks Wooing Back Generalist Investors
hartenergy.com
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BEST MONEY GOLD IN TAMBARAM https://lnkd.in/gujJ62CR Best Money Gold in Tambaram Investing in gold has long been considered a reliable strategy for preserving wealth and diversifying investment portfolios. This blog explores the concept of “Best Money Gold,” highlighting different forms of gold investments, market trends, and factors to consider for investors looking to maximize returns. UNDERSTANDING BEST MONEY GOLD INVESTMENTS “Best Money Gold” refers to gold investments that offer stability, liquidity, and potential growth in value over time. These include physical gold, gold ETFs (Exchange-Traded Funds), gold mining stocks, and emerging digital gold platforms. Each form of investment presents unique benefits and considerations for investors. FORMS OF GOLD INVESTMENTS 1. Physical Gold: Investing in physical gold, such as bars, coins, and jewelry, provides tangible assets that retain value and serve as a hedge against inflation and economic uncertainty. 2. Gold ETFs: ETFs that track the price of gold allow investors to gain exposure to the gold market without owning physical gold, offering liquidity and flexibility in trading. 3. Gold Mining Stocks: Investing in stocks of gold mining companies can provide leverage to the price of gold, though they carry additional risks tied to company performance and operational factors. 4. Digital Gold Platforms: Emerging platforms enable investors to buy and trade fractions of gold digitally, offering convenience and accessibility in the digital age. MARKET TRENDS AND PERFORMANCE The performance of “Best Money Gold” investments is influenced by factors such as global economic conditions, inflation rates, geopolitical tensions, and investor sentiment towards traditional safe-haven assets. Understanding these dynamics helps investors navigate market fluctuations and optimize their investment strategies.
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Historical #Gold: a Breath of Fresh Air in an Uncertain World October 16, 2024 (Investorideas.com Newswire) Investorideas.com (www.investorideas.com), a go-to platform for big investing ideas releases market commentary from Antonio Di Giacomo, Senior Market Analyst at XS.com. From September to the present date, October 15, 2024, gold has reached new historical highs, experiencing a significant increase of over 7% and an impressive 30% year-to-date. This growth highlights the importance of gold as a safe-haven asset and signals substantial changes in the global economic landscape. The combination of dollar weakness, driven by Federal Reserve rate cuts, and rising geopolitical risks in the Middle East has been crucial in this ascent. https://lnkd.in/gRgkR7j5
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🚀 Top Five Gold Funds Outperform Global Equities in 2024 📈 Gold-focused mutual funds are outpacing global equity markets this year as gold prices hit a record $2,440 per ounce. A 20% surge in gold prices, driven by Middle East tensions and expectations of US Federal Reserve easing, has led these funds to nearly double the MSCI World Index's 10.5% gain in 2024. 🔍 Here are five top-performing gold funds available in Hong Kong and Singapore, according to FE fundinfo*. 📃 Franklin Gold and Precious Metals Fund Up 19.9% year-to-date, this $447 million fund managed by Steve Land and Fred Fromm invests in gold mining stocks like Newmont Corp, Agnico Eagle Mines, and Alamos Gold. 📑 Jupiter Gold and Silver This $812 million fund, managed by Ned Naylor-Leyland, Joe Lunn, and Chris Mahoney, is up 16.8% year-to-date, investing in both gold and silver mining stocks and bullion. 📜 Schroder ISF Global Gold Managed by James Luke, this $540 million fund has risen 15% year-to-date, focusing on gold mining equities and some silver miners like Hochschild Mining. 📰 BlackRock GF World Gold This $4 billion fund, managed by Evy Hambro and Tom Holl, is up 14.9% year-to-date, investing in gold and silver miners such as Pan American Silver Corp. 📄 Ninety One Global Gold Up 12.1% year-to-date, this $468 million fund managed by George Cheveley invests in gold miners and has some copper exposure. 💡 The exceptional performance of these five gold-focused mutual funds in 2024, driven by rising gold prices and market expectations, underscores their strong investment value. With returns well above the MSCI World Index and each fund exceeding 10%, they represent a robust investment option in the current market environment, led by the Franklin Gold and Precious Metals Fund's impressive 19.9% gain. 📧info@srinvestmentpartners.com ☎️ +44 (0)203 603 4474 🌐 https://lnkd.in/d_M-gpz #GoldInvesting #MarketOutperformance #GlobalEquities #2024Investments #PreciousMetals #SRIP
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Our Deputy CIO Alissa Corcoran, CFA recently appeared on BNN Bloomberg TV to discuss opportunities Kopernik is finding in the gold mining sector and the optionality offered by many mining stocks. Watch the full interview here: https://lnkd.in/eQa4mSMJ #valueinvesting #gold #commodities
Price of gold is way up, but these Hot Picks in gold plays still have room to run: portfolio manager
bnnbloomberg.ca
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