Recorded on 4 Oct 2024
🎙Convo with
Edward Leung, Sunrise SPC - Marshall Precious Metals Fund SP
hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
In this episode of Alpha Uncovered, Alvin sits down with Edward Leung, Portfolio Manager of the Sunrise SPC - Marshall Precious Metals Fund SP, to explore the fascinating world of gold and silver investing. The speakers dive into the macro trends pushing precious metals higher, from geopolitical tensions to central bank gold buying sprees. Edward shares how his fund has strategically navigated the market—shifting from junior miners to major producers and eyeing the potential breakout for silver. They also discuss navigating risks in emerging markets, M&A opportunities, and what it takes to succeed in a volatile industry.
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FOR INFORMATIONAL PURPOSES ONLY
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