Matt Zabloski: Fund Manager on Asset Based Investing in the Mining Sector

Collin Kettell May 10, 2016
Category: Palisade Videos

Delbrook’s approach is bottoms up asset based investing – that is investing in top quality assets that the market has misplaced. Delbrook has a strong technical team with a great level of experience and they focus on companies with a large gap between intrinsic value versus market value.

Matt believes that the $8 trillion of sovereign debt and negative yields will provide a good push into the precious metals sector. Delbrook looks for quality over quantity and facts rather than a good story.

Because the market in precious metals has been so driven down, even a small amount of institutional investment will cause large increases in share prices.

Shareholder activism while not yet needed, remains an option for when company direction is not going in a direction favourable to shareholders.

Talking points from this week’s interview:
• The recovery is in it’s first inning
• Shareholder activism remains an option to add value to a stock
• IDM Mining is a substantially undervalued stock
• Share dilution is still a factor to watch for many stocks

Did You Like What You Read? Get Our Free Exclusive Content
Enter your email below and you'll receive our 'Weekly Palisade Newsletter' covering Contrarian Ideas and Macro-Situations that the mainstream financial media ignores. You'll also get our Top Investment Ideas and Asymmetric Trading Opportunities right when we find them...
Don't worry - we respect your privacy

Get our Research for FREE