Portfolio strategies, working through COVID-19, anticipating the next phase of the development cycle

18 May Portfolio strategies, working through COVID-19, anticipating the next phase of the development cycle

Moderator:
Charles Bond, Partner Gowling WLG

Panellists:
Vera Ivanova, Investment Director, AMED Funds
David Street, Co-Founder & CEO, Tembo Capital
Verne Grinstead, Senior Adviser, ANRH

Mining investment discussion: Portfolio strategies, working through COVID-19 and anticipating the next phase of the mining development cycle

• How do investors see risk and reward at this point in the market?
• Identifying value beyond market benchmarks – which types of company could prove attractive and beat markets to recovery?
• Key company metrics when considering when to invest
• How can juniors access the widest range of investors in a new climate for cleaner and socially conscious businesses?
• Motivations and risks for juniors of listing vs taking a private route