How to Navigate a Resource Portfolio through a Bear Market with Fund Manager Matt Geiger

Natural Resource fund manager Matt Geiger of MJG Capital reveals how he is navigating his resource portfolio through this bear market. Even though we are seeing historically-low valuations for mining equities, Matt is preparing for another 12 to 18 months of rocky markets. He also reveals a key thing he learned in the past year as a resource investor.

0:00 Introduction

0:35 Key economic or commodity data you are looking at to see where the market is going?

3:20 Time horizon for a junior miner investment?

7:20 Adriatic Metals

10:53 Percentage cash now?

13:05 Commodity breakdown within your portfolio?

15:00 Ag minerals

17:54 Altius Minerals and Starr Royalties

22:59 Growing ESG movement affecting your investment strategy?

27:49 Key thing you learned in the last year?