Global resources

We manage both long only and long-short strategies in the global resources sector. Our investment team has a strong blend of experience in the resources sector as well as finance and includes trained geologists. We believe such deep and specific knowledge is essential when researching and managing investments in this asset class.

Rather than focusing on forecasting commodity prices, which we do not believe can be accurately achieved, we adopt an active approach based on exploiting market inefficiencies. We conduct thorough first hand research making an average of 70 mine and site visits per year.

We manage a long only equity product and two hedge funds.

 First State Global Resources Fund

 First State Global Resources Long Short Fund

 First State Gold and Precious Metals Long Short Fund