2020 has been a volatile year for the overall market as governments around the world work to contain the spread of the COVID-19 virus. In order to support local economies, these governments have printed trillions of dollars and this is a trend that is not expected to change until a vaccine has been found for the virus. 

Precious metals have been one of the greatest beneficiaries of the COVID pandemic and this is a trend that we expect to continue for the foreseeable future. Gold, silver and copper, have traded at record highs this year as investors look for new verticals to protect themselves against inflation and we have been working to identify companies that should benefit from this. 

The mining sector has been one of the best performing verticals so far this year and we have become highly focused on this industry. When it comes to identifying leading operators, we are looking for businesses that have specific traits. Most importantly we are looking for a company that is well funded, owns attractive assets, and is led by a management team that is focused on execution and creating value for shareholders in the past.