The electrical vehicle (EV) revolution and the drive for renewable energy have created unprecedented growth in demand for copper, nickel, lithium, rare earths and other resources. In addition, we anticipate that the debasement of fiat currencies across the globe via quantitative easing will accelerate demand for precious metals such as gold, silver, platinum and palladium, driving up prices. Green-energy and precious metals are often found together, resulting in diversified and complementary revenue streams for their owners when mined.

As well as seeing significant macroeconomic tailwinds supporting the resources sector, our team also identifies undervalued resource stocks on a “bottom-up” basis. These overlooked companies typically have market capitalisations below A$200m. The businesses range from pre-discovery to well-established operations. We thoroughly investigate and comprehend the factors causing a company’s undervaluation before recommending any potential investment to clients.

To sum up, our team has a strong track record of picking small cap resource stocks which strongly outperform. Given the unprecedented macroeconomic tailwinds on the horizon, we believe this is an optimal time to have strong exposure to the sector.