On the Couch
Marcus Padley and Henry Jennings talk to fund managers, CEOs, investors and other finance professionals about the big issues, and how to navigate choppy investment markets. Great guests, great conversations, and a focus on money-making ideas, straight from the experts.
On the Couch
On the Couch with John Forwood CIO Lowell Resource Fund (LRT) 17th April
Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT).
John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with RMB Resources, including 13 years as a manager of the Telluride Fund. John also has 5 years' experience in exploration and development geology in Australia, Tanzania and Indonesia.
John and Henry talk about how the fund has delivered a 200% gain in the last year against a backdrop of falling bullion prices and John names three great stocks to benefit from the commodity supercycle with a focus on small gold explorers and uranium stocks.