Since the inception of our Precious Metals Fund in August of 2020, we have been hard at work negotiating deals in what we believe to be the best gold and silver exploration companies around the globe. Capitalizing on the anticipated bull market in precious metals is one of our most important themes today. The Crescat Gets Activist on Gold and Silver series aims to educate the broader market about the current opportunity within the mineral exploration space and help attract a new generation of investors to a sector we believe is coming out of a long slumber.

Our Geologic & Technical Director, Quinton Hennigh, PhD, acts as the fund’s advisor, utilizing his 38 years of industry experience to aid in the construction of our activist portfolio. Dr. Hennigh has identified many of the best next generation mining assets on the planet that are still in hands of exploration companies today. Crescat then helps supply the necessary growth capital to advance these carefully vetted projects in return for significant equity stakes. With Quinton’s guidance, we are making sure that our capital is spent on the technical work needed to make, validate and expand the promising discoveries these companies hold.

Quinton started his career exploring for major gold miners including Homestake, Newcrest, and Newmont. Over the past fifteen years, he has focused on working with smaller cap explorers including Novo Resources, one of Crescat’s largest positions, where he made multiple gold discoveries in the Pilbara region of Western Australia. Quinton is credited with discovery of the 5-million-ounce Springpole alkaline gold deposit near Red Lake, Ontario. He was instrumental in recognizing potential for high-grade gold deposits at the Fosterville mine in Eastern Australia and advocating for Kirkland Lake to acquire it which it did in 2016 resulting in what is arguably the single most economically successful high-grade gold mine of the last decade.

Currently at Crescat, our activist portfolio contains over 80 different junior explorers. We strive to create value by capitalizing on Quinton’s knack for identifying junior companies with high quality assets today that have the potential to be some of the most profitable mines of the next decade. These are not the same old picked-over carcasses of the last mining cycle. We are investing in a new generation of mineral deposits all over the world, each with a unique story to tell. On our weekly live streams, you will get the chance to hear directly from Quinton, as well as our Portfolio Managers, Kevin Smith and Tavi Costa. The team will be profiling our strategy and the investment thesis behind each of these companies. Each company controls potentially rich underground gold and silver deposits in favorable jurisdictions that should propel them to substantially larger valuations as we enter the new bull market in commodities.

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Crescat Gets Activist on Gold & Silver #151: Investing in a Precious Metals Boom

Crescat Capital, a global macro asset management firm, has recently announced its foray into the world of activist investing with its new position in gold and silver. The firm, known for its value-oriented investment approach, has identified an opportunity in the precious metals market and is taking a strategic stance to capitalize on the potential boom in this sector.

In a letter to its investors, Crescat highlighted the favorable macroeconomic backdrop for gold and silver, citing factors such as loose monetary policies, fiscal stimulus, and a weakening dollar as catalysts for a potential rally in precious metals. The firm also pointed to the growing demand for safe-haven assets amidst geopolitical uncertainties and the ongoing COVID-19 pandemic as additional drivers for the bullish outlook on gold and silver.

Crescat’s decision to take an activist approach in the gold and silver market is indicative of its confidence in the sector’s potential for significant value creation. By actively engaging with companies in the precious metals industry, the firm aims to influence strategic decisions and unlock shareholder value, thereby maximizing its investment returns.

The firm’s move into activist investing comes at a time when institutional interest in gold and silver is on the rise. With central banks around the world pumping trillions of dollars into the financial system and governments embarking on unprecedented fiscal spending, many investors are turning to precious metals as a hedge against inflation and currency devaluation.

Crescat’s focus on gold and silver also aligns with its broader investment thesis, which centers around identifying undervalued assets with significant upside potential. The firm’s track record of successful investments in the natural resources and precious metals space further underscores its expertise in this sector.

While some investors may view gold and silver as traditional safe-haven assets, Crescat’s activist approach brings a fresh perspective to the table. By actively advocating for changes within the companies it invests in, the firm seeks to create value beyond the inherent price appreciation of the precious metals themselves.

As the global economy continues to grapple with the aftermath of the pandemic and confronts ongoing challenges such as inflation and supply chain disruptions, the case for gold and silver as viable investment options becomes increasingly compelling. Crescat’s activist stance on gold and silver is a reflection of its conviction in the long-term potential of these assets and its commitment to delivering value for its investors.

In a market environment characterized by volatility and uncertainty, Crescat’s move to get activist on gold and silver #151 underscores the firm’s proactive approach to investment management. By leveraging its expertise and influence in the precious metals space, Crescat aims to generate superior returns for its investors and capitalize on the potential upside in the gold and silver market.