Commodity Intelligence LLP provides specialty research, commentary and opinion on global commodity equities. Our people, through the use of
customised search tools source information on commodities and commodity equities from around the world. With over 50
years combined experience, the partners analyse news and events in real time and provide a daily analysis and
investment research. Quarterly presentations are made available outlining prospects for the following quarter.
The partners pride themselves on their ability to spot emerging trends in supply and demand through the application
of game-changing new technologies and highlighting of relevant macro events and 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 we are happy to provide samples of our daily reports.
James Burdass - Managing Partner
Twenty-three years' experience in the Investment Management sector specialising primarily in Basic Materials and
Commodities. He also covered Chemicals, construction materials and paper sectors.
Eleven years as senior Research Analyst at Fidelity Institutional Asset Management.
Previously worked with Mitsubishi UFJ Trust and Morgan Stanley's private client business.
Highly ranked for his research in the mining sector and placed fourth in the Thomson Extel Survey of Quoted
Companies and Sell Side brokers in 2015.
Joined Commodity Intelligence LLP in 2021.
Mark Latham - Consultant and Contributor
Twenty-six 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.
