Jamie Strauss, CEO of Digbee, was honoured to moderate this engaging and topical panel with some of the leading North American Precious Metal Fund Managers, as part of the June 2020 121 Mining Investment Americas conference:
Moderator:
Jamie Strauss, CEO, Digbee
Panellists:
Lawrence Lepard, Partner, Equity Management Associates
Dan Oliver, Managing Partner, Myrmikan Capital
Adrian Day, Chairman & CEO, Adrian Day Asset Management
Chris Mancini, Portfolio Manager, Gabelli Gold Fund
Topics covered:
- Macro conditions impacting the gold bull market – investor views on pandemic fallout, looming recession and government stimulus
- Sentiment for safe haven physical assets – where do equities stand to benefit from a rebound? Is the situation anything like 2008?
- How much should a pension fund for instance have in physical gold versus equities?
- Performance of majors and juniors relative to share price
- Exploration vs M&A – is growth now far off the agenda?
- How do investors approach silver equities within a diversified portfolio? Are there enough quality projects out there?
