Copper and Uranium: The Coming Divergence
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 New Dawn for Nuclear Power
January 23, 2025

Nuclear power is making a comeback as tech giants like Microsoft, Google, and Amazon invest in small modular reactors (SMRs) and nuclear-powered data centers. Learn how this is reshaping clean energy and driving uranium demand.

Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg
January 16, 2025

Adam Rozencwajg joins The Value Perspective Podcast to discuss G&R’s deep value approach to commodities, the role of platinum, palladium & uranium in the energy transition, and applying probabilistic thinking to uncover investment opportunities.

Natural Resources Market Commentary - Q3 2024
January 9, 2025

Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns & agriculture/metal markets hinted at shifts. Read in-depth analysis.

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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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