Matthew Langsford

Like we did last year with lithium and Aussie-domiciled gold producers, we have selected those companies that represent the best risk-adjusted exposures to cobalt, allowing the fund to deliver returns not correlated to resource indices. This process meant that part of the Terra team travel to a number of cobalt... Show More

Matthew Langsford

There are three specific commodities we see as having a positive outlook over the short-term. Cobalt is a standout. With the battery industry now consuming 42% of refined cobalt, the metal is arguably more strongly leveraged to the surging battery market than lithium. After drifting down for several years, the... Show More

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