Mining Stock Education

How to Navigate a Resource Portfolio through a Bear Market with Fund Manager Matt Geiger

Informações:

Sinopsis

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/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is no