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.

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.

Despite vast reserves, Venezuela’s heavy, sour crude requires massive capital and high oil prices. A meaningful production rebound is unlikely below $85–$100 per barrel.
In this 7-minute video, Adam recaps why the “Carry Bubble” era may be ending. Gold led the last commodity bull market—could oil be next? Natural resources remain under-owned.
Gold’s bull run continues as oil emerges as the next undervalued leader, echoing past commodity cycles and shifting investor opportunity.