Fund Manager Warren Irwin on Finding the Best Opportunities in the Resource Sector Now

Fund manager Warren Irwin shares his insights on investing in the resource sector in this interview at PDAC with Bill Powers. Warren shares where he sees the best resource investing opportunities as well as offers commentary on ESG trends, lithium, uranium, understanding the resource cycle and more. He also comments on the recent sell-off in gold stocks. Warren mentions several company names in which his fund has invested. Warren Irwin’s G-10 Special Situations Fund (US) LP earned the top position in 2016 among the 4,099 hedge funds tracked by BarclayHedge with a 156.32% annual return. Other Rosseau funds also took the second and sixth spots with returns of 155.94% and 128.89% , respectively. 0:15 Introduction 0:35 Commentary on gold and gold stock sell-off 3:00 Best resource investing opportunities now 4:53 Discussing dynamics of this resource sector cycle 7:49 Thoughts on Royalty companies? 8:49 Commentary on shorting junior mining stocks 11:15 Commentary on Cantex Mine Development Corp. 15:03 Most prospective stock in your fund now? 20:52 Do you pay attention to the Ag/Au ratio? 21:49 Interested in lithium stocks? 23:24 Commentary on ESG trends 25:16 Final resource investing advice for 2020 To learn about Warren’s first-hand experience with the Bre-X mining scam of the 90’s listen to our in-depth interview from PDAC 2018: http://www.miningstockeducation.com/2018/04/warren-irwin-discerning-mining-stock-scams-from-bre-x-until-today-top-hedge-fund-manager-shares-insights-pdac-2018/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.