The benefits of investing in natural resources during a volatile period

We believe these periods of volatility offer a great opportunity for an investor to scale into a sector that has decade long tailwinds.

Once both inflation and the fed funds rate peak, it is likely the US$ will regress. This opens the possibility for a sharp reversal in the fortunes of equities, particular commodity equities which already were trading on historically low multiples.

Current balance sheets are for the most part pristine and most producers continue to generate significant cash.

At some point the allocation to the sector will increase and multiples will normalise.

In the meantime, we will continue to seek out undervalued opportunities, of which there are many.

Download our Quarterly Report for insight into:

  • Why now is the time to invest in Natural Resources
  • The current commodity capital cycle 
  • What is currently driving the market


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