Matt Langsford’s big lithium and copper bets pay off for investors

June 19, 2023

It’s great to be hosted in the Australian Financial Review for a segment on the Fund showcasing the experience and dedication of the team as well as our strong track record of performance.

Sydney-based Terra Capital’s Natural Resources Fund has returned 15.6 per cent per year net of fees since inception in 2010 and amassed about $160 million in funds under management. 

That makes it one of the longest-running resources funds in Australia, with cumulative returns of 541 per cent to April. Still, the impressive history disguises the reality that the fund has ridden the mining cycle rollercoaster for 13 years.

“There were some tough times when a newspaper article every other day would say resources are dead. We had to do a lot of hand-holding for investors,” he says. “But we still managed to perform relatively well and now there’s a situation where lots of underinvestment is abutting growing demand for future-facing commodities like lithium and copper. So, this should be a great place to invest for the next 10 years.”

The full article can be viewed on the AFR by clicking here