What's Hot: 'Our first-hand knowledge of companies is a strategic advantage'

Can you describe the strategy behind the fund? In the global resources sector, half the battle is avoiding the ‘landmines' and the only way to do that is to see the company for yourself. Our large team comprises specialists with a strong technical background and we base our investment decisions on first-hand experience. Also, part of our philosophy is not to speculate on short-term movements of commodity prices. What has driven performance over the past five years? Rather than speculating on commodity price fluctuations, we focus our attention instead on quality companies which, i...