Gold Investment Panel: Adrian Day, MJG Capital, Equinox Partners, IAMGOLD
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Gold Investment Panel: Adrian Day, MJG Capital, Equinox Partners, IAMGOLD

byThe Assay
3 years ago
Reading Time: 1 min read

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?

Panellists:
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

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