On LNG, AI & Shale Supply: We Expect The Turn in US Gas is Here
A Dedicated Name in Natural Resources Investing

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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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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Latest Blog Posts

[Interview] Monetary System Revolution on The Horizon with Adam Rozencwajg and WTFinance
July 18, 2024

Adam Rozencwajg joined the WTFinance podcast to discuss the undervaluation of energy markets, focusing on US LNG and touching on Uranium & precious metals.

We Believe the Turn in North American Natural Gas is Here
July 10, 2024

We turned bullish on the North American natural gas market in 2020. Despite recent setbacks, our research indicates a potentially stronger rally ahead. We believe the turn in natural gas is here.

[Interview] Commodities and Geo-Political Risks with Rozencwajg and Yra Harris
June 27, 2024

A discussion on Commodities and Geo-Political risks: Rozencwajg stated, "Demand has remained very strong throughout 2023 and into 2024 on a global basis, catching many people off guard." We invite you to watch the full interview.

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