We caught up with Crescat Capital’s portfolio manager, Tavi Costa, to hear how the leading hedge fund interprets the gold market cycle right now, and their rational for increasing exposure to gold and gold equities.
Tavi navigates the very constructive macro backdrop that is fuelling a bull market for both precious metals and the broader mined commodities set. Insight is given to how Crescat look for value and take activist positions in the precious metals mining industry, with a focus on the opportunity in exploration stage assets.
Website: www.crescat.net
Guest:
Otavio Costa, Partner & Portfolio Manager, Crescat Capital