How Are BHP & RIO Positioned In The Current Commodity Pricing Cycle

Rohan Walsh is the Portfolio Manager of the Ironbark Karara Australian Equities Fund. In this video he discusses BHP, RIO and commodity prices.

Key Points in the video :

  • Impact of Vale mining disaster of iron ore supply and pricing
  • What are the key drivers of commodity prices at the moment
  • How the electrification of transport is driving demand for copper, nickel and lithium
  • Where BHP & RIO fit in their portfolio

For more information about the fund, its performance and top ten holdings click here.

Rohan Walsh has more than 29 years investment experience and is a founding Director of Karara.

Rohan worked in the Australian Equities team at Invesco Australia for 18 years from 1988 until forming Karara in 2007. Over this period Rohan worked with David Slack and Luke Sinclair for between six and eight years.

From 1994 Rohan was Head of Equities responsible for portfolio management, investment process and the investment team. Under Rohan’s direction the Invesco team delivered consistently strong outperformance to clients.

Rohan holds a BSc(Hons) in Petroleum Geology from Univeristy of Melbourne and a Graduate Diploma of Applied Finance and Investment from FINSIA.

About Tim McGowen

Tim McGowen is the co-founder of He was previously the founder of Fortitude Capital the Hedge fund of the Year in 2008 & 2009. More recently he was a global Portfolio Manager for PM Capital.

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