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][2] - The portfolio has achieved a compounded annual growth rate of 34% over the last 7 years, indicating strong performance [1] - Peabody Energy Corporation (BTU) is identified as the largest coal mining company in the U.S. based on production volume, highlighting its significant market position [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]

Core Insights - The article discusses investment strategies focused on turnarounds in the natural resource industries, emphasizing a holding period of 2-4 years and a compounded annual growth rate of 34% over the last 7 years [1][2]. Company Overview - Alamos Gold (AGI) is identified as a North American mid-cap gold mining company with operational assets in Canada and Mexico, recognized for its strong operating history [2]. Investment Strategy - The investment approach prioritizes value, aiming for downside protection while still allowing for significant upside potential. The focus is on companies with quality characteristics that are trading at depressed valuations, which mitigates extreme drawdowns common in natural resource investing [1][2].

Group 1 - The investment strategy focuses on turnarounds in natural resource industries with a typical holding period of 2-4 years, emphasizing value for downside protection and upside participation, achieving a compounded annual growth rate of 34% over the last 7 years [1] - Whitecap Resources, a Canadian oil and natural gas producer, has become a large-cap producer following its acquisition of Veren, which closed in May of this year [2] - The investing group targets companies with quality characteristics trading at depressed valuations, allowing participation in the upside of natural resource investing while mitigating extreme drawdowns [3]

Group 1 - The investment strategy focuses on turnarounds in natural resource industries with a typical holding period of 2-3 years, emphasizing value for downside protection and upside participation [1][3] - The portfolio has achieved a compounded annual growth rate of 29% over the last 6 years, indicating strong performance in the sector [1] - The investing group targets companies with quality characteristics that are trading at depressed valuations, allowing for participation in the upside of natural resource investing while mitigating extreme drawdowns [3] Group 2 - Current focus is on natural resource industries due to favorable monetary and fiscal policies, underinvestment, and attractive valuations [3]