Strategic metals: the hidden investment gems, March 2023

Georges Lequime and Mark Smith, co-managers of TB Amati Strategic Metals fund, join us for a fascinating look into the specialist world of metals. The managers first explain what is a ‘strategic metal’, and the challenges of investing in raw materials. Focusing on the fund specifically, we then delve into why this fund makes a great diversifier and how it is full of unique opportunities including leading the clean energy transition and the move to a low carbon world.