Kerry Series: Our “highest conviction” resources pick

Kerry Series, the CEO of Eight Investment Partners says his firm has been “very selective” when it’s come to investing in resources companies but one stock has caught his attention recently. “Our highest conviction position… is Highfield Resources, a Potash mine in Spain. The point about Highfield is that it’s about their execution and strategy rather than about broader commodity markets or supply and demand that will determine the performance of the shares.” In this video Kerry outlines the three primary reasons why they see great potential in the company.