Terra Capital gets boost from industrials offerings
A repositioning of holdings at the end of 2016 will see boutique investment manager, Terra Capital, continue increasing its focus on capturing opportunities for investment in lithium and other specialist industrial metals.
The Terra Capital natural resources fund, which has a focus in global listed small to mid-sized mining and energy companies, was positioned to grow well in the medium-term future, according to chief investment officer, Jeremy Bond.
In January, the fund produced a one-month return of 8.01 per cent next to a 2.94 per cent return for the S&P/ASX Small Resources Index.
"We are now sitting with what we think present the best opportunities for significant capital growth over the next six to 12 months," he said.
"Our portfolio breakdown in terms of commodities is leveraged to the parts of the commodity complex that have performed well and we think will continue to perform well."
AUTHOR
Hope William-Smith
Recommended for you
Fund managers may be operating in a squeezed environment, but a salary guide shows they are willing to pay up for specialist talent to diversify their fund range.
Reach Alternative Investments has entered into a strategic partnership with Russell Investments to bolster its wholesale private markets offering for financial advisers and investors.
Boutique investment consulting and research house Genium Investment Partners has announced a senior appointment to drive further growth in its research ratings business.
Nuveen has appointed a global head of estate, a successor to Chris McGibbon who steps down after almost 25 years.
