Given the exciting and timely opportunity in the early stages of what we believe is a new bull market for gold and silver, Crescat has started an activist fund to invest in the precious metals mining industry.
See Fund Presentation Here ›
Research Letter – The Tech Bubble Then and Now
In our opinion, smart money should be taking advantage of the recent pullback in the precious metals and commodity markets on the likely unfounded concerns over the Fed’s taper. We think it is an opportunistic time to add to our precious metals and large cap strategies. Buying into a natural-resources focused portfolio that is early in the growth cycle with tremendous value opportunity ahead and that offers capital protection from monetary dilution seems wise to say the least. Continue Reading Here ›
Crescat invites you to take a look through our current macro deck. This research is an important component of our investment process, illustrating how we evaluate the broader market and positions within our five strategies.
See Macro Presentation Here ›