Manager Insights | Argonaut Funds Management

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FundMonitors.com

102 episodes

4 days ago

FundMonitors.com provides a range of services for, and information on "actively managed" funds, (including Alternative, Absolute Return and Hedge Funds) and the fund management sector in Australia. As the name suggests, we focus on what's happening in Australia and monitor both the industry, managers and funds either operating from or available in Australia. You can find out more about us here: https://www.fundmonitors.com/index.php

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All content for FundMonitors.com is the property of FundMonitors.com and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Manager Insights | Argonaut Funds Management

FundMonitors.com

11 minutes 53 seconds

2 months ago

Manager Insights | Argonaut Funds Management

Chris Gosselin, CEO of FundMonitors.com, speaks with David Franklyn, Chief Investment Officer & Fund Manager at Argonaut Funds Management.David outlines the Argonaut Natural Resources Fund, launched in 2020, which has delivered strong returns by investing across mining companies from majors like BHP to small-cap explorers. He highlights the fund's focus on themes such as energy transition and geopolitical risk, with gold as a safe haven and copper as the key growth driver, while noting that resources remain undervalued but vital to global growth.