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Gold Exposure

EVNNCMSBMGOLD US

Flagship Growth Portfolio: Evolution Mining (EVN) and Newcrest Mining (NCM) ~8% portfolio weighting.
Emerging Companies Portfolio: St Barbara (SBM) ~ 4% portfolio weighting.
International Portfolio: Barrick Gold (GOLD US) ~7% portfolio weighting.

This equates to an overweight stance towards gold which fits our view on precious metals especially as we can see further surprises on the upside such as last night.

  • Long gold is one of our most committed positions through 2023 but at this stage, we believe our exposure is correct.
NCM
MM remains long and bullish in the Gold Sector
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Newcrest Mining Ltd (NCM)
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