We have been managing Commodities & Resources investment strategies since the firm was founded in 1991 and, as a result, this investment capability forms a core part of our investment DNA.

Our roots and presence in Africa have enabled us to build tremendous expertise in commodity investing. This provides us with a unique competitive advantage, with the aim to provide clients with actively managed exposure to the growing opportunity set. We brought a team together drawn from mining, investment banking, geology, equity research and asset management. Our carefully chosen team designed and built the flagship long/short approach that utilises both commodities and resource equities to seek to offer an optimal mix of risk and return in these potentially volatile asset classes.

Our investment decisions incorporate a two pronged approach: fundamental commodity supply and demand analysis plus fundamental resource equity analysis. This steers us to identify individual commodities that, we believe, are likely to either out or underperform, and provides insight into the future potential returns from resource equities.