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Macro Themes


Discover the Macro Themes we are investing in today. Uncover market drivers and seize investment opportunities in the global economic market.

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Biotech

Cannabis Stocks

Cannabis

Cobalt

Cobalt

Commodities

Commodities

Copper

Copper

DFS Level Companies

DFS-Level Companies

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Energy Transition Materials

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Exploration

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Food Security

GOLD

Gold

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Graphite

Revenue Growth Stocks

Growth Stocks

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Helium

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Hydrogen

Iron Ore

Iron Ore

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Lithium

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Manganese

May/June 2023, Bottom of the Market Portfolio

Nickel

Nickel

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Oil and Gas

Rare Earth Elements

Rare Earths

Renewable Energy

Renewable Energy

Tech Stocks

Tech

Uranium

Uranium

US Based Commodities

US-Based Commodities