Outlook for junior miners, uranium, copper, oil & gas | John Forwood

Murdoch speaks with John Forwood the CIO at Lowell Resources about the outlook for Junior miners, Uranium, Copper, Gold, Lithium, Oil & Gas.
Murdoch Gatti

York Wealth Management

In today’s ROCast Murdoch Speaks with John Forwood, the Chief Investment Officer at Lowell Resources Management.

Lowell Resources Management is a listed investment Trust, which invests in Junior Global and Domestic mining companies across all commodities. They currently managed AUD $50million funds under management, allocate roughly 13% to new pre-ipo opportunities and the remaining in listed miners across Uranium, Copper, Natural Gas, Oil, Nickel, Lithium and a large percentage allocation in Gold.

As of recording 19th February 2024, the Lowell Resources Management Fund has averaged 14.1% p.a over 12 months, 8.4% pa over 3 years, 27.9% pa 5 years and 14.2% pa over 10 years.


Source: LRT.ASX Monthly Update - Performance Comparison January 2024
Source: LRT.ASX Monthly Update - Performance Comparison January 2024


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York Wealth Management Pty Ltd ABN 46 605 610 679 is an Corporate Authorised Representative of Samuel Allgate Investments Pty Ltd AFSL No. 420170; Financial Adviser Authorised Representative Number 001007979. This article has been prepared without taking into consideration any investor’s financial situations, objectives or needs. Accordingly, before acting on the advice in this article, you should consider its appropriateness to your financial situation, objectives and needs. Every reasonable effort has been made to ensure the information provided is correct, but we cannot make any representation nor warranty as to the accuracy, completeness or currency of that information. To the extent permissible by law, no responsibility for any errors or misstatements is taken, negligent or otherwise. SAI or its authorised representatives may also receive fees or brokerage from dealing in financial products, see the Financial Services Guide for information about the services offered available at York Wealth Management.

Murdoch Gatti
CEO | Private Wealth Manager
York Wealth Management

Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...

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