Fund Manager Warren Irwin on Finding the Best Opportunities in the Resource Sector Now

Fund manager Warren Irwin shares his insights on investing in the resource sector in this interview at PDAC with Bill Powers.  Warren shares where he sees the best resource investing opportunities as well as offers commentary on ESG trends, lithium, uranium, understanding the resource cycle and more.  He also comments on the recent sell-off in gold stocks.  Warren mentions several company names in which his fund has invested.

Warren Irwin’s G-10 Special Situations Fund (US) LP earned the top position in 2016 among the 4,099 hedge funds tracked by BarclayHedge with a 156.32% annual return.  Other Rosseau funds also took the second and sixth spots with returns of 155.94% and 128.89% , respectively.

0:15 Introduction

0:35 Commentary on gold and gold stock sell-off

3:00 Best resource investing opportunities now

4:53 Discussing dynamics of this resource sector cycle

7:49 Thoughts on Royalty companies?

8:49 Commentary on shorting junior mining stocks

11:15 Commentary on Cantex Mine Development Corp.

15:03 Most prospective stock in your fund now?

20:52 Do you pay attention to the Ag/Au ratio?

21:49 Interested in lithium stocks?

23:24 Commentary on ESG trends

25:16 Final resource investing advice for 2020