Will Thomson runs Massif Capital, a value fund. Massif’s investments are limited to just 3 sectors: mining, energy and infrastructure. While value investing is now out of favor, Will isn’t worried. These sectors are vital to the economy and they’re greatly under-invested. Things have a way of turning around and when they do, it’s the contrarians that make the big returns. With a 3-5 year time horizon, Will can afford to wait for that moment. Right now, he’s bullish on gold mining, largely due to the out of control government sector and the inability of countries to rationalize their spending priorities. It may take some time, but eventually Will will be proven correct.
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