Ironbark Karara Discuss Gold, Iron Ore And Lithium Stocks

By Tim McGowen | More Articles by Tim McGowen

Nick Greenway is the Portfolio Manager of the Ironbark Karara Small Companies Fund. In this video he discusses the small cap metal and mining space.

Key Points in the video :

  • The funds preference for exposure to precious metals, iron ore and lithium
  • Key holdings discussion on Saracen Minerals (ASX:SAR) and Mineral Resources (ASX: MIN)
  • Small cap resources valuations being cheaper than the industrial sector
  • Why the fund has exposure to technology and software, but is defensive elsewhere

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

Nick Greenway joined Karara as Investment Manager in 2010. Nick has over 20 years investment markets experience. Prior to joining Karara, Nick worked for more than eight years as a portfolio manager and analyst focusing on listed Australian small companies, with Patriot Asset Management where he was also managing director and co-founder. Nick’s portfolio delivered strong outperformance over this period. Prior to Patriot, Nick worked as an investment banker with UBS Warburg Corporate Finance and Merrill Lynch where he held the position of Vice President Investment Banking.

Nick has a BCom/LLB (Hons) from University of Melbourne.

Tim McGowen

About Tim McGowen

Tim McGowen is the co-founder of informedinvestor.com.au. 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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