Capturing the Breakout in Gold and Gold Stocks – Sprott Asset Management – 10.9.19

Summary:

Now On Demand.

2019 has been gold’s year to shine, given its double-digit rise YTD. At the same time, gold mining equities have posted notable returns. Fueled by lower interest rates worldwide and the growing risk-off sentiment, gold is proving its metal as a safe haven investment and non-correlated portfolio diversifier. Ed Coyne, Senior Managing Director, National Sales at Sprott Asset Management, joins special guests Doug Groh and Ryan McIntyre, Portfolio Managers at Tocqueville Asset Management, to discuss their current outlooks for gold bullion and gold equities. They explain why the current bull market is just in its early stages, and suggest the optimal gold portfolio allocation for most investors.

• Why the gold bull market is just getting started
• What factors are driving the rally
• How do gold investments provide portfolio diversification
• Why gold mining equities remain severely undervalued
• What is the optimal gold portfolio allocation for most investors

Speakers:

Mr. Groh is a Portfolio Manager of Sprott Hathaway Special Situations Strategy and a Portfolio Manager at Tocqueville Asset Management L.P. He serves as a Co-Portfolio Manager of the Tocqueville Gold Fund as well as other investment vehicles in the Tocqueville Gold Equity Strategy. He joined Tocqueville in 2003. Prior to joining Tocqueville, Mr. Groh was Director of Investment Research at Grove Capital from 2001 to 2003. Mr.Groh earned a B.S. in Geology/Geophysics from the University of Wisconsin – Madison and an M.A. from the University of Texas at Austin, where he focused on mineral economics.

Ryan McIntyre is a Portfolio Manager of Sprott Hathaway Special Situations Strategy and a Portfolio Manager at Tocqueville Asset Management L.P. He serves as a Co-Portfolio Manager of the Tocqueville Gold Equity Strategy as well as the Tocqueville Gold Fund. Additionally, he holds research responsibilities for other commodity-related investments. He joined Tocqueville in 2008 and focuses on generating ideas and monitoring investments related to precious metals. Mr. McIntyre holds a Bachelor of Commerce with Distinction (majoring in finance) from Dalhousie University and an MBA from the Yale School of Management. He also holds the CFA designation.

On Demand Soon.

Ed Coyne joined Sprott in January 2016 and has more than 25 years of investment management and sales experience. Previously, Ed was a Principal and Investment Specialist for 18 years at Royce & Associates, a small-cap value manager located in New York City and the investment adviser to The Royce Funds. Ed earned his Bachelor of Science in Architectural Studies from the University of Missouri. Ed also holds a Series 7 license, administered by Financial Industry Regulatory Authority (FINRA).