Whether near production or post-discovery, we find that the best opportunities are in the commodities benefiting from specific secular tailwinds which we see as having an increasing long-term impact on society. Some of these themes include decarbonization, energy transition and an ever changing geo-political and rate backdrop.

By selectively providing capital, we seek to generate superior risk-adjusted returns by leveraging our high-conviction ideas generated from in-house research while also leveraging our extensive network and expertise. We are differentiated by our entrepreneurial family office mindset, extensive global relationships, flexible investment approach and long-term investment horizon. We believe that people are the firm’s most valuable assets.

With multiple decades of investment and technical experience spanning North America and Europe, our team is well versed with evaluating mining companies ranging from explorers to developers and producers. Whether precious metals or copper, uranium, lithium, etc. we strongly believe that the best opportunities lie with mispriced companies anchored by high quality assets and by an operations team with a proven track record of development and value creation. 

Our long/short mining fund has a bias towards long positions. Our unconstrained investment approach has us currently active in public equities, privates and physical commodities. We are active across the entire corporate lifespan of a mining company ranging from exploration to project financing, construction and production. ​