GoGold: A Good Value Even With More Conservative Metal Prices (GLGDF)

Group 1 - The company primarily invests in turnarounds within the natural resource industries, with a typical holding period of 2-4 years, focusing on value for downside protection and upside participation [1] - The portfolio has achieved a compounded annual growth rate of 36% over the last 7 years, indicating strong performance [1] - GoGold Resources (GLGDF) is a Canadian-listed silver mining company with three assets in Mexico, including Parral, which is producing around 2 million from the cleanup of old tailings [2] Group 2 - The investment strategy emphasizes companies with quality characteristics that are trading at depressed valuations, allowing for participation in the upside of natural resource investing while mitigating extreme drawdowns [2] - The company is currently focused on natural resource industries due to favorable monetary and fiscal policies, underinvestment, and attractive valuations [2]