Referat Bakersteel Capital Managers
Mittwoch, 22. Januar 2020, 10:00 - 10:45 UHR
Seminarraum III
English
Referent(en): Mark Burridge
Gold has always proven itself to be a stable store of value and is again highly topical in times of political and economic turbulence. Renewable energies and electromobility on the other hand need future technologies that rely on certain metals such as tin, copper, lithium and silver. Mr. Mark Burridge, Fund Manager of the Bakersteel Precious Metals Fund, will give a brief presentation on the current developments of gold, as well as precious metal equities and then present in more detail the new “Electrum” investment strategy from Baker Steel. The metals being mined by the producing companies whose holdings form the underlying of the Electrum Fund are also often called "electric metals". They are being used worldwide for energy production (such as solar and wind), energy distribution (eg power grid) and energy storage (industrial and automotive batteries) as part of the worldwide transition away from fossil fuels to sustainable energy use. An active, value-driven fundamental bottom-up research approach is important to identify the best performers amongst those companies. This is why Baker Steel is best placed to utilise these secular trends to the benefit of its investors.
Managing Partner and Fund Manager Bakersteel Precious Metals Fund
Mark is a Fund Manager, based in London. He joined the firm in 2017 and is a Managing Partner in the business.
Mark has over 25 years’ experience in the international metals and mining industry, including technical roles at Barrick Gold. Furthermore, Mark has worked in several Executive and Board roles, most recently as Chairman of Aquila Resources.
A CFA Charterholder, Mark spent 5 years at Merrill Lynch as a Gold Equities Analyst. Following this Mark helped launch Hatch Corporate Finance, a corporate finance boutique backed by Hatch, where he was Managing Director. He has been involved in several billion dollars worth of transactions.
Mark holds a degree in Mining Geology from the Royal School of Mines, Imperial College London.