SILJ: Silver Miners Likely To Outperform In 2026

Core Insights - The focus is on investing in turnarounds within the natural resource industries, emphasizing a holding period of 2-4 years for investments [1] - The portfolio has achieved a compounded annual growth rate of 37% over the last 7 years, indicating strong performance [1] Investment Strategy - The investment strategy prioritizes value, providing downside protection while allowing for significant upside potential [1] - The current emphasis is on silver mining stocks, which are viewed as having a compelling risk-reward profile [3] Market Conditions - The investment group is targeting companies with quality characteristics that are trading at depressed valuations, which is particularly relevant given current monetary and fiscal policies, underinvestment, and attractive valuations in the natural resource sector [3]