Insights

In "The 3 Trades That'll Win the Next Decade," Michel walks through the thesis behind GERAF: why gold, energy, and resources represent a compelling decade-long opportunity, and how the fund has been positioned to capture it.

In an era of elevated sovereign debt, persistent geopolitical tensions, and volatile financial markets, GERAF was established to deliver investors concentrated exposure to high-quality real assets across Precious Metals, Energy, and Industrial Metals. By focusing on listed companies with global operations, disciplined valuation frameworks, and built-in liquidity, the strategy aims to generate reasonable long-term returns with a meaningful margin of safety — even as traditiona