Goehring & Rozencwajg Associates is led by two highly experienced natural resource investors with a combined 46 years of experience. Leigh Goehring brings over 30 years of experience and is internationally recognized as one of the most experienced investors in natural resources, having previously managed funds with peak assets over $5 billion. Adam Rozencwajg has 17-18 years of experience and is recognized as a leading authority on commodities with a contrarian, deep-value investment philosophy. Together they have integrated proprietary neural network AI models into their research process and publish quarterly commentary read by over 10,000 professionals.

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We believe the best way to find value in global commodity and natural resource markets is when prices are depressed, investors are discouraged, and financial measurements are cheap. We are long term investors with a target portfolio turnover of 20-25% per year. Portfolios of 50-70 positions offer investors access to our best ideas while mitigating idiosyncratic risks and providing diversification. The firm prioritizes differentiated insights at both the commodity and specific security levels. The best investment opportunities arise when commodity prices are low, market sentiment is discouraged, and financial metrics are attractive.

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