We are delighted to share the following interview with Robert Mullin, general partner and portfolio manager of Marathon Resource Advisors, conducted by MOI Global contributor Rohith Potti.
Robert has authored a widely shared paper, The Road Ahead for Natural Resources, which serves as the backdrop to our conversation.
Robert discusses the valuation of commodities and natural resource-based companies in historical context; makes the case for tin, a niche metal; shares his investment thesis on Whitecap Resources (Canada: WCP), and much more.
Robert’s work has been featured in an issue of Grahamian Value Week in Review.
Listen to the conversation (recorded on May 27, 2021):
This conversation is available as an episode of Gain Industry Insights, a member podcast of MOI Global. (Learn how to access member podcasts.)
Robert Mullin is a finance professional with nearly three decades of experience managing natural resource investment portfolios for individuals, family offices, and institutions. He serves as general partner and portfolio manager of Marathon Resource Advisors. Previously, he was a portfolio manager at Tocqueville Asset Management from 2016-2020. He served as a partner and portfolio manager at RAEIF from 2010-2016 and as general partner of Marathon Resource Investments from 1998-2012.