Making the case for gold mining equities in a record year for the yellow metal
- Leading portfolio managers discuss long and short strategies in the areas of precious metals, gold mining and exploration
- What is driving gold’s outperformance and which longer term trends could continue the momentum?
- Thoughts on valuations and M&A best practice – as companies seek to replenish mined ounces will we see sensible deals at fairer prices than in the last cycle?
Adrian Day, Chairman & CEO, Adrian Day Asset Management
Matt Geiger, Portfolio Manager, MJG Capital
Coille van Alphen, Senior Analyst, Equinox Partners
Gordon Stothart, CEO, IAMGOLD