Copper and Uranium: The Coming Divergence
A Dedicated Name in Natural Resources Investing
About

What We Do

An investment Firm dedicated to researching and investing in the natural resource industry. We have 46 years of combined experience.

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Team

Who We Are

Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.

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How To Invest

Goehring & Rozencwajg are renowned not only for their research but also for their expertise as investors. If you'd like to learn more about how to invest in our fund, we invite you to visit our fund website.

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Latest Blog Posts

The Curious Case of Chinese Copper Consumption
February 21, 2025

Copper Market Update: Despite strong demand, signs like China's overconsumption & rising exchange inventories suggest future challenges. Read more on shifting trends & their impact on copper's long-term outlook.

Precious Metals: The Return of the West
February 13, 2025

Gold is surging, but investors aren’t paying attention. With ETFs flipping to net buying and equities undervalued, is this a golden opportunity?

Podcast: Peak Oil Arrives in the US Shale Patch. Are You Ready?
February 6, 2025

Adam joined Peak Prosperity podcast to offer a contrarian investing perspective, showing how spotting false narratives—especially in the undervalued oil sector—reveals overlooked risks & opportunities shaped by geological limits, not just technology.

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We publish a Quarterly Commentary that is read by over 10,000 professionals. We regularly publish blog posts and appear on many podcasts and television interviews.
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