• Global Resources Investment Trust (GRIT). Mispriced opportunity – price target 20p

    April 17, 2016 | Posted by

    By Richard Jennings, CFA Global Resources Investment Trust (GRIT) was set up by RDP Fund Management (run by David “Sam” Hutchins & Kjeld Thygesen) in March of 2014. The structure of this trust is not like the typical closed end fund, where a monetary subscription is made by investors and the funds are then invested […]

  • The Global Commodities Outlook – Q2 2016

    April 10, 2016 | Posted by

    By Richard Dennis, CFA Our last update on the outlook for global commodities, published in January, was very different from the wider market consensus at the time. We also highlighted 3 natural resource companies set to benefit from what we believed would be realisation in the market that our macro view was a viable prospect. […]