Natural Resource fund manager Matt Geiger describes how he is positioning his fund’s portfolio right now for 2020. The MJG Capital fund saw over 75% gains in 2019. In this interview Matt shares insights on how he approaches investing in the mining sector. Some specific topics discussed are gold royalty space trends and opportunities, uranium sector investing advice, Ecuador as a mining jurisdiction, and what to look for in a potential development company investment.
1:07 Recapping 2019 performance of over 75% gains
3:56 Positioning the fund for 2020
6:09 Gold royalty trends and investment opportunities
12:52 Base metal royalty valuation vs. gold royalties
15:34 Discussing uranium stocks
21:44 What to look for in a uranium investment now
25:56 Due diligence process for niche metal plays
28:50 Discussing Ecuador as a mining jurisdiction
34:02 What Matt looks for in a development company
Matt’s H2 2019 Investor Letter: http://mjgcapital.com/wp-content/uplo…
Matt’s website: http://mjgcapital.com/
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