Massiff Capital's latest commentary on Altius Minerals, a TSX listed royalty and streaming company that they established a position in earlier this year.
Q1 2020 hedge fund letters, conferences and more
Altius has assembled a formidable portfolio of base metal royalties, many of which align with long term structural trends in the global economy. The firm is also the first company (that we are aware of) that is creating a renewable energy royalty business by recycling profits from their legacy coal assets into renewable energy developers.
Massiff thinks very highly of the management team at Altius and are pleased to support them as they continue building their company.
Investment Thesis:
Altius Minerals (TSX: ALS) is a diversified royalty & streaming (R&S) company...
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