Company Overview - Warrior Met Coal is a U.S. metallurgical coal mining company operating in Alabama with two producing mines and a development project named Blue Creek, which is expected to commence longwall mining in Q1 [1] Investment Strategy - The focus is on investing in turnarounds within the natural resource industries, typically holding investments for 2-3 years, emphasizing value for downside protection while still allowing for significant upside potential [2] - The portfolio has achieved a compounded annual growth rate of 29% over the last 6 years [2]

Group 1 - Capstone Copper Corp. is a copper mining company with operations primarily in the United States, Mexico, and Chile, with the majority of its production now coming from Chile [1] - The company is listed on stock exchanges in Canada and Australia [1] Group 2 - The investment strategy focuses on turnarounds in natural resource industries, typically with a holding period of 2-3 years [2] - The portfolio has achieved a compounded annual growth rate of 29% over the last 6 years, indicating strong performance [2]

Group 1 - Peabody Energy Corporation is a U.S. listed coal mining company with most production from U.S. operations, but the majority of earnings and cash flow typically come from international markets [1] - The company focuses on turnarounds in natural resource industries, with a typical holding period of 2-3 years [2] - The portfolio of the company has achieved a compounded annual growth rate of 29% over the last 6 years [2]