Thirsty for Returns
Unearthing value in water technology for a water constrained industrial economy. Water technology is a critical yet underappreciated pillar of the...
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When Markets Meet Mercantilism
How weaponized supply chains & national security are rewriting investment rules. The global investment landscape is undergoing a paradigm shift...
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Massif Capital 4th Quarter 2024 Letter to Investors
During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of...
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Zambia’s Copper Renaissance
Navigating Opportunities and Challenges in Africa’s Most Promising Copper Jurisdiction. Copper is central to global infrastructure and the...
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