We caught up with Sean Fieler who is President and CIO of Equinox Partners, the Connecticut based hedge fund with a pedigree in value creation within the precious metals mining sector.
We learn about the successful strategy Equinox applies to selecting mining equities, investing for value creation and delivering above index returns.
Sean took us through the state of play across global financial markets, noting the strong and sustained performance of US stocks has eroded the conventional appeal for generalists to own precious metals to hedge against current high inflation.
Insight is given on some of the excellent performing West African projects they hold and some challenges to be aware of when looking at LATAM or Australian projects. Crucially Sean reveals he is most interested in finding rational full cycle capital allocators with the right management philosophy to invest in.
Website: www.equinoxpartners.com
Guest:
Sean Fieler, Chief Investment Officer, Equinox Partners