Wednesday, March 10th, 2021
7:00pm – 8:30pm
The Case For Mining Equities
by Matt Geiger, MJG Capital
Do you have sufficient mining and natural resource exposure within your investment portfolio? What can we expect from this asset class in the new decade? Is there an avenue for value investors and rational speculators to participate in this volatile niche of the market? Spend an hour with mining venture capitalist Matt Geiger as he answers these questions and explains how he’s been able to generate returns of over 600% in the trailing five years. He will walk you through the long-term outperformance of mining relative to other asset classes and also demonstrate why hard assets are unusually cheap from a historical perspective. Matt will then share the bottom-up investment process that he uses to evaluate new junior mining opportunities. You will walk away with actionable investment advice as well as an appreciation for where we are in the broader mining cycle.
Join Us and Learn
- How mining equities have outperformed the market over the long-term
- Why hard assets are unusually cheap from a historical perspective
- Matt’s investment process for evaluating new opportunities..
Matt Geiger is Managing Partner at MJG Capital, a limited partnership specializing in natural resource investments. The partnership is long-only and holds a concentrated portfolio of resource equities. Investments include explorers, developers, producers, and royalty companies focused on precious metals, energy metals, industrial metals, and ag minerals. Matt is a graduate of the Wharton School at the University of Pennsylvania and previously founded a venture-backed technology company most recently valued at $150m.
Webinar registration information follows:
(preregistration is required)