Natural Resources Portfolio


The natural resources fund will focus on investing in companies involved with the movement or transformation of natural resources. The industries most relevant to this focus are the energy, chemicals, minerals, and forest product industries. Fund analysts will have the opportunity to learn about global resource systems and the different types of resource models, including Net Asset Valuation and resource depletion curves. The fund structure will have an educational component with weekly lectures and various types of learning materials. The expectation for analysts in the fund will be to keep up with the educational materials, follow through with all fund responsibilities, and meaningfully contribute to dialogue surrounding portfolio management.

Current holdings

Fund Managers

Eddie Wu, Basel Cheema, Kyle Granger