Equity

Global Natural Resources

Top-down commodity analysis fused with bottom-up, fundamental research

Drone Footage

Overview

  • Utilizing top-down analysis fused with bottom-up, fundamental research to uncover companies that can organically grow both reserves and production, control costs, and provide the needed technology and infrastructure used in the search for reserves and the final production process
  • We believe focusing on a long-term secular opportunities, rather than short-term tactical considerations can generate excess returns over the long-term

Characteristics & Performance

Composite Inception

1991

Strategy AUM

$0.7 Billion as of 3/31/25

Benchmark

Global Natural Resources Custom Index

Holdings Range

Typically 60 – 80

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Available Vehicles

Institutional Separate Account

US Mutual Fund

Investment Team

Neil P. Brown, CFA

Managing Director

Jay Saunders

Managing Director

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Portfolio Manager

Jesse Chai, CFA

Principal

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Asia-Pacific Industrials and Infrastructure

Brannon P. Cook

Managing Director

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Global Industrials/Transportation Infrastructure

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Additional Analytical Support

Shaun Hong, CFA

Managing Director

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Global Telecomm, Energy Infrastructure

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Additional Analytical Support

Stephen J. Maresca, CFA

Managing Director

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Midstream Energy and Infrastructure

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Additional Analytical Support

Alina Koval

Managing Director

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Diversified & Specialty Chemicals, Agriculture, Steel/Aluminum

Bobby Edemeka

Managing Director

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Global Utilities, Energy Infrastructure

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Additional Analytical Support

Insoo Kim, CFA

Managing Director

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North American Utilities and Renewable Energy

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Additional Analytical Support

Abhi Kamerkar

Managing Director

GLOBAL NATURAL RESOURCES

Top-down commodity analysis fused with bottom-up, fundamental research