Panel: Where are Specialist PE funds seeing opportunity and creating value in commodity markets?
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Panel: Where are Specialist PE funds seeing opportunity and creating value in commodity markets?

Filmed at 121 Mining Investment London - November 2019

byThe Assay
3 years ago
Reading Time: 1 min read
  • A private equity fund manager’s view on the state of mining markets
  • What are some of the in-house macro themes driving mining private equity investments?
  • Competing for the best assets – is competition beginning to pinch for the best projects?
  • How do portfolio managers leverage a global, multicommodity network to complement existing mining teams?
  • How is ESG critical in the investment decision making process?

 

Bert Koth, MD & Partner, Denham Mining Fund

Russ Cranswick, Partner, Head of Opportunities Fund, Resource Capital Funds

Peter Ruxton, Partner, Tembo Capital

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