Business

Rosseau Asset Management – Resource and Mining Investment

In this episode of Resource Insider Podcast, I speak to Warren Irwin, the President and Chief Investment Officer of Rosseau Asset Management, a money management firm based in Toronto, Canada. For the last 20 years, Rosseau has been outperforming the sector and was ranked the top performing hedge fund in the world in 2016.

Warren and I talk about why he chose to focus on mining, dig into various tricks and scams often perpetrated by unscrupulous stock promoters and mining management teams, the unique skill sets mining investors must have, how Warren made money on Bre-X on the way up… and the way down, and much more.

Research Links

By Fudgy McFarlen, ago

Mining Discovery Investing

Interview with Willem Middelkoop is the founder and fund manager of the Commodity Discovery Fund in Amsterdam, Netherlands. 

Topic summary: 

  • How a photo journalist becomes a mining fund manager.
  • The tell-tale signs of a great discovery, and how information leaks can help honest investors.
  • How the process of writing books helps Willem explore complex systems.
  • Weaknesses in the world’s financial system, and what they mean for the future.
  • Why China is on the verge of resuming its historical role in the world.
  • Willems’ methodology for ensuring that he is an early investor in the best discoveries.
  • How a hedge against real-estate prices led Willem to become interested in commodities and precious metals.
  • The 4 key components of Willems’ portfolio.
  • The importance of understanding the financial system before buying a mining stock.
  • The exclusive event Willem runs for investors in Amsterdam each year.

The Coming $10 Billion Discovery And The New Age Of Exploration

By Fudgy McFarlen, ago