Investing in quality resource companies can let you leverage price gains in an underlying commodity. The challenge is that many commodities today have already had their run. 

In a market so saturated by information it sometimes takes  a value investor to pick through the dark corners of the resources market to find a forgotten thematic with real legs.

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Collins St Value Fund has gained 18.4% p.a. (gross) since inception more than three years ago, and charges zero management fees. Find out more.