MinutesoftheAdvisoryBoardMeetingFebruary20th,2024FindingValueinGoldandMiningStocksviaActiveManagementCLICKTOWATCHTHEVIDEOONYOUTUBEwww.incrementum.li1KeyTakeAways:•MarketSentimentandTiming:Sentimentthegoldandminingindustryareatorclosetoall-timelows.Historically,whensen-timentwasthislowithasbeenagreatentrypointintothesemarkets.•Therearevariousopportunitiesinthegoldminingsector,fromcompaniesyettorealizetheirpotentialtothosewithpromisingassetsbutlackingmarketrecognition,showcasingthepoten-tialforcontrarianinvestmentsintheindustry.•Therearealsolucrativeresourceopportunitiesinprivatemar-kets,particularlyinacquiringdistressedassetsfrommajorcompaniesandimprovingtheirproductionprofiles,highlight-ingthepotentialforstrategicacquisitions.•Incrementumislaunchinganew,activelymanagedgoldfund.Thefundwillfollowanovelinvestmentapproach,restingonthreepillars:Strategicallocationfromatop-downapproach,markettiming,andbottom-upanalysis.www.incrementum.li2Biographyofourspecialguest:TaviCostaTaviisaMemberandMacroStrategistatCrescatCapitalandhasbeenwiththefirmsince2013.HeisresponsiblefordevelopingCrescat’smacromodelsaspartofourthematicinvestmentpro-cess.HisresearchhasbeenfeaturedinfinancialpublicationssuchasBloomberg,TheWallStreetJournal,Reuters,YahooFinance,RealVision,andothers.TaviisanativeofSãoPaulo,BrazilandisfluentinPortugu...
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