Critical Resources

You can't build the future without materials.

Precious Metals

Gold

The ultimate monetary metal
5,000 years of history as money
Central banks are buying at record pace
Insurance against monetary chaos

Silver

Monetary metal + industrial metal
Essential for solar, electronics, EVs
Massively undervalued vs gold
Supply deficits growing

Platinum Group Metals

Platinum, palladium, rhodium
Essential for catalysts, hydrogen, industry
Extremely rare, concentrated supply
Often overlooked by investors

Mining

Why Mining Matters

Miners are leveraged to commodity prices
When metals rise, miners rise more
Essential for all infrastructure buildout
Massively underinvested sector

What We Look For

Quality assets in safe jurisdictions
Low cost producers
Strong balance sheets
Aligned management

Strategic Resources

Copper

The metal of electrification
Essential for EVs, grid, renewables
Supply constrained for decades
No substitute at scale

Rare Earths

Essential for magnets, batteries, defense
China dominates supply
Strategic importance growing

Our Thesis

The green transition, AI buildout, and infrastructure renewal all require massive amounts of physical materials. Mining has been starved of capital for a decade.

Supply is constrained. Demand is growing. Prices must rise.

We're positioned for this.