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

Podcast: Peak Oil Arrives in the US Shale Patch. Are You Ready?
February 6, 2025

Adam joined Peak Prosperity podcast to offer a contrarian investing perspective, showing how spotting false narratives—especially in the undervalued oil sector—reveals overlooked risks & opportunities shaped by geological limits, not just technology.

Podcast: Gold’s Revival, Uranium’s Surge, & Oil’s Hidden Value
January 30, 2025

Goehring & Rozencwajg joined Jesse Day of VRIC Media to discuss key commodity trends. They highlight gold’s rising appeal, uranium’s growth amid a nuclear revival, oil’s undervaluation, and a less bullish outlook for copper. Insightful takeaways for investors. Listen Now.

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.

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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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