Guy Keller, Portfolio Manager of the Nuclear Energy Opportunities Strategy, had the privilege of being featured as AFR’s ‘Monday Fundie.’ He shares insights into the uranium sector’s volatility, emphasizing the importance of long-term fundamentals over short-term market swings. Despite recent selloffs, Keller remains bullish, pointing to supply deficits and increasing nuclear demand as key drivers for growth.
Read more about his journey, market outlook, and why he believes uranium is poised for a multi-year bull run. AFR Article