Jack Gallagher, Investment Analyst at the Tribeca Global Natural Resources Strategy, recently spent a week in the United States meeting with members of Congress, current and former White House staff, public policy institutes and industry leaders across Washington and Houston. Overall, discussions reinforced our view that commodities are strategically valuable in the context of an increasingly electrified and deglobalised world. We are very comfortable with the positioning of the fund and think it is an opportune time to be adding exposure, with key equities now significantly cheaper than they were just months ago. Please find the link to his full trip notes below.
Tribeca Global Natural Resources Limited
(ASX: TGF)