Portfolio strategies, working through COVID-19, anticipating the next phase of the development cycle
Charles Bond, Partner Gowling WLG
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