A unique fund

Growth CDFund

It is one of a handful of funds worldwide that focus on new commodity discoveries. And it is the only fund with a global focus. As a private investor, Willem Middelkoop, founder of the fund, has been investing in companies making significant (commodity) discoveries since 2005.

With the discovery of new deposits with economic concentrations of precious metals (gold, silver, platinum), base metals (copper, nickel, zinc), or other mineral commodities (uranium, diamonds, phosphate), billions of dollars of value is created annually.

Track Record
Growth CDFund
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In gold we trust

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.

“Nice alternative to negative savings interest”

Fred Mauritsen

BUSINESS

“Commodities; a good hedge against inflation”

Francien van Hooven

PRIVATE

Helicopter view

The commodities sector is extremely capital intensive and cyclical. In addition, it relies on a fragile pipeline. This runs from searching for new reserves, to obtaining the permits, capital and knowledge to mine the metals. This pipeline has come under further pressure in recent years due to globally implemented Environmental, Social & Governance (ESG) regulations. This has allowed the sector to attract less capital, resulting in a historic undervaluation of the entire sector. And while fluctuations can lead to temporary turmoil in the markets, it is important to maintain a helicopter view. This allows you as an investor to determine where you are within the bigger picture. See the chart to the right for the (under)valuation of commodities (GSCI) relative to the U.S. stock market (S&P 500).

(Under)valuation of commodities (GSCI) relative to the U.S. stock market (S&P 500).
(Under)valuation of commodities (GSCI) relative to the U.S. stock market (S&P 500).

Growth CDFund

CDFund Commodity Update - January 2023

After a dreadful 2022, 2023 started well. The Commodity Discovery Fund was already trading 8% higher after the first ten trading days. Such a start suits recovery after a long correction period. After our record performance in 2020, the (precious metals) correction lasted almost 30 months.

Read more

Follow us online

We communicate with our participants through our monthly reports, newsletters and webinars. The fund and Willem Middelkoop can be followed online via the social media channels below.

Commodity Discovery Fund: LinkedIn, Twitter, YouTube, Instagram

Willem Middelkoop: LinkedIn, Twitter, Instagram

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