top of page
Metals & Mining

The Metals and Mining Team specializes in analyzing companies involved in the extraction and production of precious metals like gold and silver, as well as base metals such as copper, zinc, and nickel. This sector is heavily influenced by commodity price trends, geopolitical developments, and the complexities of global supply chains.

 

Team members evaluate critical factors such as mining costs, exploration activities, production capacity, and market demand for these resources. They also assess the impact of macroeconomic conditions, trade policies, and geopolitical risks on the industry. By conducting thorough research and financial analysis, the team identifies investment opportunities within this volatile yet essential sector.

 

The Metals and Mining Team is responsible for presenting stock pitches to the investment committee, offering well-supported recommendations that align with portfolio objectives. This role provides hands-on experience in commodity-driven markets, preparing participants for careers in resource finance, investment research, and supply chain analysis.

Sean.jpg

Sean Brennan

Portfolio Manager

done-141.jpg

Mathieu Marciano

Senior Analyst

done-343.jpg

Iman Dhaliwal

Junior Analyst

IMG_1027.jpg

Lucas Ruan

Associate

done-54.jpg

Keegan Newnham-Boyd

Senior Analyst

done-209.jpg

Santiago Lopez Garcia

Junior Analyst

done-289.jpg

Duman Amangali

Junior Analyst

done-346.jpg

Diego Orazietti

Associate

done-360.jpg

Kyle Tsuji

Junior Analyst

done-301.jpg

Joshua Pei

Junior Analyst

bottom of page