We believe we are in the early stages of a major, long-term commodity cycle.  

This cycle is being driven by the confluence of 6 macroeconomic factors.  

The Age of Disruption is upon us. 

Megatrends are transforming commodities markets  

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Decade of Underinvestment

Stressing supply

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Supply Chain Fragmentation
& Redundancy

Increasing demand

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Power Demand & Grid Spending

Increasing demand

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Decarbonization

Increasing demand

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India’s Industrialization

Increasing demand

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Military Spending

Increasing demand

Primary Commodity Fund

  • Investment manager with 25 years of macro experience in identifying structural regime shifts in the economy and across numerous industries.

  • Experienced in constructing portfolios across various asset classes to express macroeconomic views. 

  • The fund has strategic partnerships that provide unique perspectives on supply/demand trends and material flows across 65 metals.

  • The strategy sits at the intersection of global macro and commodities. 

  • Fundamentally driven investment approach.  

  • Targets a broad spectrum of commodity markets ranging from the largest and most liquid to smaller strategic metals.

To learn more, contact us.