Thank you for your interest in participating in the Commodity Discovery Fund. Participating is easy and possible from € 50,000, also if you're not registered in the Netherlands.
Click here to become a participant within 2 minutes.
We will sum up briefly here why participating is interesting:
1. Take advantage of commodity discoveriesIn 2009, 2010, 2016 and 2020, we achieved record returns thanks to our unique investment strategy. Investing in relatively small but undervalued exploration companies that discover commodities/metals creates value. This may include precious metals (gold, silver, platinum), base metals (copper, nickel, zinc), or other raw materials such as uranium, diamond, and phosphate. Exploration companies that make a significant discovery are almost always taken over by larger mining companies in search of new reserves, often within a few years. We call this form of investing “Discovery Investing”. Due to the success of this strategy, a company in our portfolio has been taken over on average every quarter in recent years. See the full list of takeovers here.
2. Correction of commodities seems (almost) over"Buy low and sell high" is particularly important in the commodities sector. After the Lehman crash at the end of 2008, we realized almost 90% gross returns two years in a row. This successful period was followed by a long correction in our sector between 2011 and 2015, which caused the prices of many listed (precious) metal companies to fall by 50-80%. After an initial recovery in 2016, another negative period for commodities ended during the Corona-crash of March 2020. Oil prices even dipped into negative territory shortly. Our fund has doubled in size during the start of a more serious recovery in recent months. Judging by historical patterns, we expect a further recovery in the coming years as most commodity companies are still valued very low.
3. The era of scarcity has begun Since 2000, there has been a growing awareness that many metals, in particular, are rapidly becoming scarcer. Mainly due to the strong economic growth of the BRIC countries and large infrastructural investments, the demand for almost all metals has increased quickly. Due to global prosperity development and the growth of the middle class from 1 to 3 billion people, the first structural shortages of raw materials are imminent. A study by the US Geological Survey shows that for a dozen metals, production can no longer keep up with demand. Investing in companies with undervalued (precious) metal projects now gives a good outlook for healthy future returns. Over 800 wealthy foreign investors have preceded you.
Register online
These are small files that are sent with pages from this website and are stored by your browser on the hard drive of your computer. There are different types of cookies that are used for different purposes. Placing cookies sometimes requires and sometimes does not require permission. If you want to know more about the cookies we use, the data collected with them and your rights in this regard, please read our Cookie Statement.