
Company Overview - B2Gold (NYSE: BTG) is a gold mining company operating the tier-1 Fekola mine in Mali and several other low-AISC (all-in sustaining cost) mines [1] Macroeconomic Context - The broader macroeconomic environment is favorable for gold, which has been emphasized in previous coverage [1] Leadership and Expertise - Benjamin Halliburton, the founder of Building Benjamins, has extensive experience in investment management, having started his career at Merrill Lynch in 1986 and earning an MBA from Duke's Fuqua School of Business in 1990 [1] - Halliburton has been recognized for his investment acumen, being named "PSN Manager of the Decade" for All-Cap in the 2000s and for Dividend Value in the 2010s [1] Performance and Strategy - Halliburton's "Disciplined Growth Strategy" outperformed the S&P 500 during the 1990s bull market, showcasing a strong track record in portfolio management [1] - He was the youngest partner at his previous firm, Brundage, Story and Rose, and received accolades from senior managing partners for his investment skills [1]