paragon funds management

John Deniz

We have previously discussed A$ gold as a hedge to global market volatility, and highlighted our particular interest in Australian gold producers that boast high-margin, low capital-intensity assets with solid mine life and/or exploration upside. Dacian Gold, discussed below, was acquired in a period of volatility, providing an attractive price... Show More

Livewire Exclusive

In the latest "Buy Side Brief" Livewire asked four of our contributors "What do you believe to be the most crowded trade at the moment? Why is this a place you would not want to be positioned?" Check the link for answers by John Abernethy at Clime, Tim Hannon at... Show More