Resource Fund Manager Matt Geiger Shares How He’s Positioning His Fund for 2020

Natural Resource fund manager Matt Geiger describes how he is positioning his fund’s portfolio right now for 2020. The MJG Capital fund saw over 75% gains in 2019. In this interview Matt shares insights on how he approaches investing in the mining sector. Some specific topics discussed are gold royalty space trends and opportunities, uranium sector investing advice, Ecuador as a mining jurisdiction, and what to look for in a potential development company investment.0:15 Introduction1:07 Recapping 2019 performance of over 75% gains3:56 Positioning the fund for 20206:09 Gold royalty trends and investment opportunities12:52 Base metal royalty valuation vs. gold royalties15:34 Discussing uranium stocks21:44 What to look for in a uranium investment now25:56 Due diligence process for niche metal plays28:50 Discussing Ecuador as a mining jurisdiction34:02 What Matt looks for in a development companyMatt’s H2 2019 Investor Letter: http://mjgcapital.com/wp-content/uploads/2020/01/January-2020.pdfMatt’s website: http://mjgcapital.com/Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.