Moving from Carry to Anti Carry
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 End of the Carry Regime: Why the Next Monetary Shift Favors Resource Equities
December 12, 2025

The carry regime is nearing its end. A monetary shift—similar to 1929, 1971, and 1999—could trigger a major rotation out of high-valuation assets and into resource equities. History shows these shifts redefine entire cycles. Are you positioned?

Podcast: The Quiet Repricing of Reality
December 5, 2025

Adam Rozencwajg joins the Top Traders Unplugged podcast to discuss inflation, debt exhaustion, and commodities—a must-listen episode for investors.

Trump’s Nuclear Revolution: The Policy That Could Redefine U.S. Power
November 20, 2025

A big regulatory shift has created one of the most interesting long-term setups in U.S. energy.If molten-sodium SMRs scale, the upside is enormous. Read Article.

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