Gold Panel: Sector Investment Managers, SSI AM, Charteris Treasury Portfolio Managers, Ruffer Funds
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Gold Panel: Sector Investment Managers, SSI AM, Charteris Treasury Portfolio Managers, Ruffer Funds

byThe Assay
2 years ago
Reading Time: 1 min read

Capturing the total return potential in gold mining equities

  • Will the gold price march relentlessly higher into next year? Post election US Fed policy
  • How should investors capitalise on gold mining equities in the face of sensational flows into ETFs and physical gold?
  • Cutting through the noise of a bull market to select the best companies for your portfolio
  • Looking for underappreciated segments of gold mining – are early-stage greenfield exploration plays presenting value?
  • Thoughts on recent M&A – can we expect consolidation or companies growing new projects

Panellists:
Angelos Damaskos, CEO, Sector Investment Managers
Florian Siegfried, Portfolio Manager, SSI Asset Management
Ian Williams, CEO, Charteris Treasury Portfolio Managers
John Wong, Portfolio Manager, Ruffer Funds

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