We had the pleasure of speaking with Adam Rozencwajg, managing partner of Goehring & Rozencwajg Associates, about global copper supply issues and the related investment implications.
The interview was conducted by MOI Global contributor Rohith Potti.
This conversation is available as an episode of Gain Industry Insights, a member podcast of MOI Global. (Learn how to access member podcasts.)
Members, log in below to access the restricted content.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
About:
Adam A. Rozencwajg serves as a Managing Partner at Goehring & Rozencwajg Associates, LLC. Adam has more than 15 years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh R. Goehring, now a fellow Managing Partner of Goehring & Rozencwajg. Prior to joining Chilton, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Adam holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. He is a CFA charterholder.
About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
More posts by MOI Global Editorial Team