The Assay TV interviews Matt Geiger, Fund Manager at MJG Capital, onsite at PDAC in Toronto.
Matt starts by explaining MJG’s investment strategy, with only one producing miner in the portfolio, and the rest being pre-revenue companies, he explains that MJG adopts a bottom-up approach to making investment decisions. He says that by de-emphasizing the current ‘flavour of the month commodity’, and shifting attention to the people, project, structure, share driving milestones and price to value of each company, MJG looks into every aspect of a project before moving forward.
Matt also touches upon the lack of investment going into the resources sector at the moment, citing its been an ongoing issue for over a decade. Matt states this is likely a product of the new economy outshining the old economy, but in more recent years there has been an increased government response to this issue, including more incentivized investment and collaboration efforts to bolster the natural resources sector.
Website: mjgcapital.com
