An investment Firm dedicated to researching and investing in the natural resource industry. We have 46 years of combined experience.
Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.
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.
North American natural gas may be the most overlooked bull market today. Reasons why include: (1) Shale gas production peaked in 2024 (2) Demand from LNG + data centers is surging (3) Prices still 70% below global benchmarks. The setup: supply squeeze + rising demand could mean much higher prices. Read Article.
Hedge funds flipped from driving uranium prices up to shorting them—creating what we believe could be a rare buying opportunity amid strong fundamentals.
Political pressure has broken the Fed before. When it did, inflation ripped higher—and natural resource equities were the biggest winners. Powell is next. Here’s why the stage is set for a similar surge (and how to position for it).