The Hidden Revival of Platinum and Palladium
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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Blog

Latest Blog Posts

The Hidden Revival of Platinum and Palladium
May 29, 2025

In the late 1990s, we saw this setup. Back then, Impala & Rustenburg (Anglo Platinum) returned 30x–60x in under a decade. We believe today’s opportunity could echo that moment.

Podcast: Supercycle Incoming? Why Commodities Could Soar
May 16, 2025

A global monetary reset is underway—and gold is at the center. We joined Jesse Day on the VRIC Media podcast to discuss the coming commodity supercycle and contrarian plays in gold, silver, uranium & more.

Podcast: The Stage is Set for Commodities to Shine
May 7, 2025

Discover why we believe commodities are poised for a significant rise—driven by macro shifts, the U.S. shale oil paradox, and more.

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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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