Discover the CDF strategy in 3 minutes
Discovery Investing
Exploration companies with a significant commodity discovery are usually taken over within a couple of years. We call this type of investment “Discovery Investing”. By adopting this strategy, we have had an average of one takeover of a company in our portfolio every quarter. Such takeovers are usually done by a big mining company looking to replenish its reserves.
Since the inception of the fund, this has happened more than 75 times. You can find the full list here.
We invest mainly in phase 1 (discovery) and during the start-up of production. Furthermore we also invest in ETFs and so called Royalty & Streaming companies. More information can be found on our Portfolio page. Or read more about the importance of investing in commodities.
"If central banks proceed with interest rate cuts, tee yourself up for a fantastic 2024. This is just classic ‘own commodities'."
Jeff Currie, former Head of Commodities Research at Goldman Sachs
BUSINESS PARTICIPATION
“There's absolutely no chance of moving away from a carbon-intensive world without increasing mining for critical minerals."
Robert Friedland, Founder of Ivanhoe Mines
PRIVATE PARTICIPATION