Metals & Mining

We offer aggregated and customised portfolios covering most of the metal classes (e.g., gold, silver, copper, nickel, etc.). These can be taken individually or blended into a weighted portfolio depending on exposures sought.

In addition, we offer cross-asset portfolios of certain types (e.g., royalty & streaming, or pre-production stage), and project-specific stock portfolios (such as commodity agnostic top-tier discoveries).

Oil & Gas

Focussing mostly within the North American oil & gas sector, we offer aggregated and custom mandates to target high free cash flow with long-term investment horizons and managed risk.

From exploration to production, conventional oil sands to unconventional gas, our stock selection and portfolio construction can create a range of risk and return exposures.

Real Assets

Our secondary focus is on the REITs space. Each REITs sub-sector has substantially different characteristics, and individual REITs within sub-sectors can very greatly, making this a stock-pickers market.

We also invest in tangible assets such as land and infrastructure development projects.

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