Katusa Research – Copper Pureplay Exposure
Katusa’s Investment Insights February 25, 2022 Copper Pureplay Exposure By Marin Katusa If you get a few glasses of scotch into a wealthy fund manager… They’ll tell you that one of the key things they look for in an investment opportunity is something called “pure-play exposure”. Pure-play exposure means an investment’s performance is determined by a sole characteristic. The...
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