|
Chris Gosselin, CEO of FundMonitors.com, speaks with David Franklyn, Managing Director and Co-Head of Funds Management at Argonaut. David outlines the Argonaut Natural Resources Fund, launched in 2020, which has delivered strong returns by investing across mining companies from majors like BHP to small-cap explorers. He highlights the fund's focus on themes such as energy transition and geopolitical risk, with gold as a safe haven and copper as the key growth driver, while noting that resources remain undervalued but vital to global growth.
|
