On the Couch
Marcus Padley and Henry Jennings sit down with fund managers, CEOs, investors, and industry professionals to discuss markets, strategy, risk, and decision-making.
Long-form conversations focused on how experienced investors think – through cycles, volatility, and changing conditions.
No sales pitch. Just insight.
On the Couch
On the Couch with John Forwood CIO Lowell Resource Fund (LRT) 17th April
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Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT).
John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with RMB Resources, including 13 years as a manager of the Telluride Fund. John also has 5 years' experience in exploration and development geology in Australia, Tanzania and Indonesia.
John and Henry talk about how the fund has delivered a 200% gain in the last year against a backdrop of falling bullion prices and John names three great stocks to benefit from the commodity supercycle with a focus on small gold explorers and uranium stocks.