Mark Latham Commodity Equity Intelligence Service

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Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service

Commodity Intelligence LLP provides equity investment advice on developments in commodity markets to qualified institutional investors on a subscription basis.

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Commodity Intellegence - About


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.

Mark Latham


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

Neil Hobson


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

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Company Incorporated in England and Wales, Partnership number OC334951 Registered address: Highfield, Ockham Lane, Cobham KT11 1LW

Commodity Intelligence LLP is Authorised and Regulated by the Financial Services Authority

The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

Officers and employees, including persons involved in the preparation or issuance of this material may from time to time have 'long' or 'short' positions in the securities of companies mentioned herein. No part of this material may be redistributed without the prior written consent of Commodity Intelligence LLP.

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