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Disciplined approach to security selection...

The next major uptrend in the mining industry is now underway, caused by the convergence of major cyclical and secular factors – this will last well into the next decade. The financial crisis and market correction has ensured that the next movement up in metal prices will be stronger and more sustainable than during previous cycles.

The dramatic shift in global demographics and resurgence of emerging market growth will drive demand for metals higher at a time when supply limitations continue to become more pronounced.

Metals are also increasing in importance as an investment asset class due to the protection they offer from US dollar weakness and the lasting effects of unprecedented government expenditures. [ More ]

The NewGen Mining Fund


The first hedge fund to be launched through this new venture is The NewGen Mining Fund. This will invest solely within the mining and mining-related industries, specifically in equities and other liquid securities.

The research team will be based in Toronto and will lead by David Dattels, CFA. The team of analysts will implement a disciplined approach to security selection through a combination of rigorous top-down and bottom-up analysis designed to seek out undervalued companies that will outperform. [ More ]

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