The Overlooked Way to Play the Commodity Cycle (Baza Capital)

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.

We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle. 

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(0:00:00)Introduction

(0:01:30)Raising the funds money

(0:04:05)The Gold mix

(0:07:21)High conviction fund

(0:11:14)Market screening

(0:18:34)The lads working together

(0:25:07)Meeting management

(0:26:26)Unloved Mining Services companies

(0:28:36)Euroz Hartleys

(0:33:59)Lycopodium

(0:42:58)Vysarn