Our Mining Investment Philosophy

The Umbono Strategic Minerals Fund is restricted to US accredited investors only. Click here to find out more about accredited investors.

We have a unique approach to mining investing. We do not simply track indices of the largest mining companies, but rather we identify sub-sector metals that are at cycle lows based on inherent supply and demand factors. We look for investments that present “deep value” opportunities for these preferred metals and augment this with a strategy to exploit downside opportunities in what we consider overvalued metals and companies