Third Quarter 2025 Letter to Investors
During the third quarter of 2025, the Massif Capital Real Assets Strategy returned 36.1% net of fees, bringing our YTD returns to 41.5% net of fees.
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The Transformation of Lundin Mining (Part 2): Building the Next Copper Major
As we demonstrated in part one of this two-part report on Lundin Mining (LUN), the company has undergone a transformative five-year period that...
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The Transformation of Lundin Mining: A Five Year Capital Allocation Masterclass (2020-2024)
In the history of mining corporate strategy, few companies have executed a more comprehensive and successful transformation than Lundin Mining...
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Real Asset Chartbook Week #19: Volatility Is Low, Crude Is Down, and Industrials Are on a Roll
This Week's Key Take Aways Volatility suggests markets are not concerned about…anything. Crude has a down month. Industrials have had a great 8...
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Real Asset Chartbook Week #18: Lithium Blinks, Gas Slips, Copper Stalls—Who Survives the Grind?
This Week's Key Take Aways Lithium stock run may already be out of steam Like Oil, the Natural Gas markets appear well supplied and are showing...
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