2022 Cap Gains PAID 12/8/22
An Asia-based PM team, immersed in the culture and building a concentrated portfolio of Japanese companies
Renewables are heavy in copper.
A unique, publicly available fund focused on the increasing demand for natural gas.
Rigorous “boots-on-the-ground” research rooted in the style of investing legend Boone Pickens
Portfolio manager insights, market thoughts and special commentary.