Capturing the total return potential in gold mining equities
- Will the gold price march relentlessly higher into next year? Post election US Fed policy
- How should investors capitalise on gold mining equities in the face of sensational flows into ETFs and physical gold?
- Cutting through the noise of a bull market to select the best companies for your portfolio
- Looking for underappreciated segments of gold mining – are early-stage greenfield exploration plays presenting value?
- Thoughts on recent M&A – can we expect consolidation or companies growing new projects
Panellists:
Angelos Damaskos, CEO, Sector Investment Managers
Florian Siegfried, Portfolio Manager, SSI Asset Management
Ian Williams, CEO, Charteris Treasury Portfolio Managers
John Wong, Portfolio Manager, Ruffer Funds
