At the 2025 Capitalize for Kids Investors Conference, Dan Dreyfus of Bornite Capital Management delivered his presentation, highlighting his top idea focused on infrastructure and critical materials. He emphasized that “simplicity is the ultimate form of sophistication.”
Also see our coverage of the 2025 Robin Hood Investors Conference
Bornite is a global equity long/short fund focused on cyclical commodity sectors with over $1 billion in assets under management.
Dreyfus has spoken at the conference for six straight years, and the stock presented today in Toronto is his best idea. Several past winners include Reliance Inc (NYSE:RS), Cheniere Energy Inc (NYSE:LNG), and Eaton Corporation PLC (NYSE:ETN) in 2023.
Bornite Capital Management's Dan Dreyfus
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