Exploiting inefficiencies in the energy and resources sectors

At Acorn Capital, we believe the energy and resources sectors are one of the most inefficient parts of the market, as explorers and developers are particularly difficult to price.

Of course, when there are inefficiencies in markets that creates opportunity – provided you have the requisite skills and experience to exploit that opportunity.

Between myself and Senior Analyst Karina Bader, we have more than 40 years of experience as geologists, and we combine that technical knowledge with the financial acumen of Acorn to identify what we believe are the best opportunities in the energy and resources sectors.

But that is only part of the story.

At Acorn we pay particular attention to the lifecycle of energy and resources companies, as they grow from explorers to miners.

We also focus on the Lassonde Curve, a theoretical model which provides us with an opportunity to invest at opportune times in a company’s lifecycle and divest at appropriate times as well.

In this Fund in Focus, I identify the investment universe we’re focused on, our five-step investment process, explain the Lassonde Curve and how we use it, and present a real-life case study.

Timestamps

• 0:00 - Introduction
• 1:15 – Investment drivers for resources and energy sectors
• 2:35 – The investment universe
• 4:30 – How Acorn invests
• 6:20 – Portfolio construction and the Lassonde Curve
• 9:00 – Dynamic allocation: always diversified
• 10:22 – Karoon Energy case study
• 11:59 – Why NextGen Resources Fund?

Acorn Capital NextGen Resources Fund

Want to access a universe of Resources and Energy companies that are exposed to growth commodities? Click here to learn more, or visit our fund profile below. 

Managed Fund

Acorn Capital NextGen Resources Fund

Australian Shares

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