Commodity Intelligence LLP provides specialty advice on global commodity equities. The partners, through the use of customised search tools source information on commodities and commodity equities from around the world. With combined experience of over 50 years the partners analyse news and events in real time and provide a daily analysis and investment advice. Once a Quarter a presentation is available outlining prospects for the following quarter.
The partners pride themselves on their ability to spot emerging trends in supply and demand, the application of game changing new technology and the relevance of macro events on the trends within their sector.
As independent research providers the partners are not influenced by other commercial considerations when recommending action on particular investments.
Commodity Intelligence LLP maintains a short but select list of subscribers and is happy to provide samples of its daily report.
Twenty-three years Fund Management experience
Five years managing Baring Natural Resource Fund -returned 20.4% vs 2.4% average for peers
Four years managing Global Long-Short Fund at Odey Asset Management –proven preservation of capital during bear market
Joined North of South Capital in 2005
Founded Commodity Intelligence LLP in 2008 –Specialist Resource focussed advisory service
Thirty years Natural Resource experience on the sell side
Director of Wood Gundy
Managing Director of CIBC World Markets
Responsible at various times for Institutional Sales, Trading and New Issue Placement
Founding Partner in Commodity Intelligence LLP