Portfolio Notes
Our team has been covering the mining sector for multiple decades already. We've built the relationships, stress-tested the models and to this day still closely follow some of the more unique names. Our select analysis and opinions are highlighted in our Portfolio Notes, below.
Whether near production or post-discovery, we find that the best opportunities are in the commodities benefiting from specific secular tailwinds which we see as having an increasing long-term impact on society. Some of these themes include decarbonization, energy transition and an ever changing geo-political and rate backdrop.
DISCLAIMER: HoldCo Markets did not receive any form of compensation from the company or companies written about in Portfolio Notes. Conclusions and opinions expressed in the reports have been formulated independently and objectively. Portfolio Notes are strictly an expression of our views and opinions. No compensation was received for any Portfolio Notes publication or for its distribution. As a non IIROC registered company, HoldCo Markets Advisory Inc. neither provides investment banking services nor does it make a market in any securities written about in Portfolio Notes
