Old West Sees Commodity Supercycle Continuing [Exclusive]
Old West Investment Management struggled to keep its head above water in the third quarter. According to a copy of its investor letter for the three months to the end of September, its performance was “in line with benchmarks.” The S&P 500 has returned -22.8% for the year to date. Investing in the commodity cycle Old West’s portfolios have outperformed over the past two years thanks to the fund manager’s exposure to commodity-producing companies. While this sector struggled in the first nine months of 2022, Old West believes the selloff has “created opportunity.” The primary reason why commodity prices and...
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