Natural Resource Investing Thesis w/ Adam Rozencewajg | Managing Partner @ Goehring

🎁 Gift for All Podcast Listeners Below 👇 Currently, I am a Managing Partner of Goehring & Rozencwajg, Natural Resource Investors. I have many years of investment experience. Between 2007 and 2015, I worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring. Prior to joining Chilton Investment Company, I worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. I hold a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and I am a CFA charter-holder. Contrarian Value Approach G&R uses a fundamental, research-driven, value-investing approach. We believe the best time to find value in the natural resource sector, is when a commodity is largely out of favor with investors, prices are depressed and valuations are low. Typically, natural resource firms will have little to no profitability at these times, and so while on a P/E or P/CF these securities may appear to be expensive, they represent value based upon either P/B or based upon an NAV model using our differentiated long-term commodity price assumptions. Website: http://gorozen.com/strategy/process LinkedIn: https://www.linkedin.com/in/adam-rozencwajg-770614/ __________ Learn More @ www.christiandevans.com __________ CONNECT WITH ME: TikTok: https://vm.tiktok.com/ZTdujUXWv/ YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos LinkedIn: https://www.linkedin.com/in/evansandfamily/ Instagram: https://www.instagram.com/christian_d_evans/?hl=en Journey with Christian Podcast: https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349 🎁 REDEEM GIFT 🎁 Free 7-day Trial of BizableTV (Top Rated Business Content From High Level Entrepreneurs) Learn More @ https://bizabletv.com/pages/bizabletv-christian-d-evans