An investment Firm dedicated to researching and investing in the natural resource industry. We have 46 years of combined experience.
Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.
Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg, CFA, spoke with Charlotte McLeod from Investing News Network about the energy efficiency of EVs and the associated CO2 savings.
We think the North American natural gas market is similar to the 2018 uranium market, about to enter a "structural deficit". With careful research, investors could be rewarded.
In this blog, we discuss the potential for a surge in US oil production in 2024, which could create a buying opportunity.