Natural Resource fund manager Matt Geiger reveals how he is navigating his resource portfolio through this bear market. Even though we are seeing historically-low valuations for mining equities, Matt is preparing for another 12 to 18 months of rocky markets. He also reveals a key thing he learned in the past year as a resource investor.
0:00 Introduction
0:35 Key economic or commodity data you are looking at to see where the market is going?
3:20 Time horizon for a junior miner investment?
7:20 Adriatic Metals
10:53 Percentage cash now?
13:05 Commodity breakdown within your portfolio?
15:00 Ag minerals
17:54 Altius Minerals and Starr Royalties
22:59 Growing ESG movement affecting your investment strategy?
27:49 Key thing you learned in the last year?
Matt’s website: http://mjgcapital.com/
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