On Commodities, Carry Regimes and Changes to Global Monetary Systems
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

On Commodities, Carry Regimes & Changes in Global Monetary Regimes
April 1, 2025

Natural resource equities are primed for a comeback. With commodities deeply undervalued vs. stocks, fresh research suggests the long-dormant bull market may be stirring. Explore our latest research to learn more.

Podcast: Adam Rozencwajg on Commodities, Nuclear Power, and Gold
March 21, 2025

Adam Rozencwajg joined Grant Williams to discuss commodity markets, nuclear power's potential, the limitations of U.S. shale, and gold's role in the shifting global economy.

Podcast: Doomsday Clock Ticks - Are We Close to a Monetary Shift?
March 11, 2025

Explore the potential for a significant monetary regime shift and its impact on global commodity dynamics in this insightful podcast discussion.

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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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