From our Hard Asset conference in Jekyll Island, Matt Geiger tells us why he's bullish on natural resource equities, and what he looks for when selecting junior resource stocks. View our exclusive preview clip below.
Mr. Geiger is Managing Partner at MJG Capital, which is a limited partnership specializing in long-term natural resource investments. They adhere to bottom-up security analysis and maintain a long-only portfolio of resource equities. The partnership adheres to a bottom-up security analysis within the context of four ongoing macroeconomic themes: global food scarcity, global fuel/energy scarcity, regional water scarcity, and the emerging world’s infrastructure build out. Their holdings include explorers, developer, and producers of energy, industrial, precious and agricultural minerals and metals.
You can find Matt’s latest Investment Letters at: http://mjgcapital.com.
Matt Geiger shares with us his presentation on why he’s bullish on natural resource equities - View here.
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