Focused on Industrial & Technology Metals



Global demand for industrial & technology metals, particularly in Asia, remains strong and there are several emerging catalysts that stand to reinforce this trend in the years and decades to come. These include the following:

  • structural supply deficits in all 3 of the primary base metals—copper, nickel, and zinc

  • rapid economic growth in India

  • China's One Belt, One Road initiative

  • a renewed focus on infrastructure development in the U.S.A.

  • a transition to electric vehicles that has created a new demand driver for a host of industrial metals

  • growth in electrified transportation, renewable energy (solar & wind), and energy storage has metals, such as lithium and uranium, poised to take “energy” market share away from coal, oil, and natural gas.

The investment case for industrial & technology metals miners is strong.

For the purpose of these portfolios, industrial miners are considered to be those who explore for, develop, and/or produce all metals excluding primarily gold. Metals of primary focus include, but are not limited to, cobalt, copper, graphite, iron ore, lead, lithium, nickel, palladium, platinum, rare earths, scandium, silver, tin, uranium, vanadium, and zinc.

Industrial & Technology Metals Miners Separately Managed Account Strategy


The Industrial & Technology Metals Miners Strategy invests across the spectrum of industrial & technology metals miners—juniors, intermediates, and majors—where the manager sees the best potential for risk-adjusted outperformance.


There are several advantages to investing through a Separately Managed Account vehicle versus a fund. These include:


  • Funds can be patiently deployed only when compelling values are available. If the miners, as a whole, are overvalued, the portfolio is free to hold substantial amounts of cash or other short term securities.


  • Unlike funds, each client has their own portfolio that is not effected by investment flows from other investors. Portfolios never have to liquidate undervalued companies or purchase more shares of overvalued companies due to market volatility and swings in investor sentiment.

  • Individual portfolios allow for custom harvesting of capital gains and losses. The sale of securities can be structured to ensure that clients receive the maximum tax benefits for their unique situations.


  • Clients always have direct access to their portfolio manager.

Suitable Investors

The Industrial Miners Portfolio is suitable for:

  • individuals with an overall investment portfolio of at least $200,000 and a higher tolerance for risk

  • institutions looking to gain actively managed exposure to the industrial & technology metals mining industry

Access to the Industrial Miners Portfolio for individuals is restricted to a portion of their overall investments. This varies for each depending upon their financial objectives and risk tolerance. 

Management Fees

The management fee for the Industrial & Technology Metals Miners Strategy is based upon total assets under management, according to the following schedule:

Diversify your investments with a portfolio dedicated exclusively to industrial & technology metals miners.