Goehring & Rozencwajg, a specialist natural resources investment firm, has launched the CG Goehring & Rozencwajg Resources Feeder Fund, specifically for UK retail investors.
This newest fund from Goehring & Rozencwajg, which is being distributed by Align Partners Capital, is also being sold into the wealth management sector.
The fund is a feeder to the Goehring & Rozencwajg Resources Fund, a UCITS fund that was offered to professional investors in the UK, Switzerland, Germany, Hong Kong, and Singapore last year.
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The new feeder fund is being introduced to cater for a high demand from UK retail investors for access to Goehring & Rozencwajg’s Resources strategy, the fund manager said.
Fund tracks successful natural resources investment strategy
Both the UCITS fund, which has grown to $125 million in assets under management, and the feeder fund, mimic the investment philosophy of the US-based Goehring & Rozencwajg Mutual Fund. This philosophy entails investing predominantly in natural resource equities, including small- and mid-cap companies.
However, Goehring & Rozencwajg’s investment team analyse all sectors, from agriculture to copper and uranium, that they believe stand to benefit most from a rally in the underlying commodity prices. The strategy has returned +153% since 2016, outperforming both the GSCI Total Return Index (+71%) and the GSCI Spot Index (+86%).
Fund launch follows UK investor demand
“We are thrilled that the CG Goehring & Rozencwajg Resources Feeder Fund has received approval to be made available to a broader range of investors in the UK,” said Adam Rozencwajg, Managing Partner of Goehring & Rozencwajg. “This new fund will provide UK-based investors with an avenue to invest in our unique philosophy and highly-focused natural resources insights. We have heard the demand from eager investors and are proud to bring another successful investment vehicle to the global market.”
Over the 26 years that Leigh Goehring and Adam Rozencwajg have shared their market commentaries and contrarian outlook, their analysis has accumulated a large global following that has sparked the demand for the new fund.
The fund launch comes at a crucial time, as Goehring & Rozencwajg believe that a commodity bull market has begun across many sectors. They have taken note of the years of underinvestment and capital depletion that many industries face, and they believe that the coming years will bear fruit for investors.
Since the start of this commodity bull market in April 2020, the strategy has delivered +312%, again outperforming the GSCI Total Return Index (+149%) and the GSCI Spot Index (+126%).
