The Hidden Revival of Platinum and Palladium
A Dedicated Name in Natural Resources Investing
About

What We Do

An investment Firm dedicated to researching and investing in the natural resource industry. We have 46 years of combined experience.

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Team

Who We Are

Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.

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How To Invest

Goehring & Rozencwajg are renowned not only for their research but also for their expertise as investors. If you'd like to learn more about how to invest in our fund, we invite you to visit our fund website.

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Blog

Latest Blog Posts

A Uranium Short Squeeze?
August 13, 2025

Hedge funds flipped from driving uranium prices up to shorting them—creating what we believe could be a rare buying opportunity amid strong fundamentals.

The Next Inflationary Surge is About to Begin
August 4, 2025

Political pressure has broken the Fed before. When it did, inflation ripped higher—and natural resource equities were the biggest winners. Powell is next. Here’s why the stage is set for a similar surge (and how to position for it).

Leigh Goehring On The Coming Revolution In Asset Markets
August 1, 2025

Commodities are staging a comeback—and investors should take notice. A major boom may be brewing. Hear the full breakdown on The Felder Report podcast.

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We publish a Quarterly Commentary that is read by over 10,000 professionals. We regularly publish blog posts and appear on many podcasts and television interviews.
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