Equity

Precious Metals Strategy

The strategy primarily pursues long-term capital growth and seeks to provide protection of purchasing power of capital, with current income as a secondary objective. The strategy places primary emphasis on precious metals companies.

Competitive advantages

Mining

Unique portfolio manager experience

The team includes a portfolio manager with mining experience who began his professional career as a geologist.

Gold

Physical gold exposure

In addition to precious metals stocks, the team has the ability to provide direct exposure to physical gold.

Trade

Flexible investment approach

Global strategy is deployed within the context of a disciplined process.

Globe

Access to comprehensive firm-wide expertise

The team benefits from access to broader domestic and international equity expertise within the firm.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
-0.64
14.27
8.98
8.98
-3.55
9.45
4.34
5.01
Benchmark
2.14
21.43
12.41
12.41
-4.24
9.38
5.47
1.20

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year Add Minus

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund
8.98
-7.58
-10.92
24.57
40.54
-12.76
9.83
45.62
-24.80
-7.23
Benchmark
12.41
-12.84
-10.38
24.95
42.68
-10.04
10.23
60.72
-20.47
-14.18

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Our team
Meet the investment team

Pairing bottom-up analysis with top-down macro analysis, the team seeks to provide clients with long-term capital growth and protection of the purchasing power of capital.

Contact Us

We look forward to helping you with your investment needs