Episode #3 of the Admiralty Resources Fund Podcast

In Episode 3 of the Admiralty Resources Fund Podcast, Stuart Haslam and Paul Cronin mark the Fund's first full year, in which Class A units returned 14.64% net of fees since inception, well ahead of the S&P/ASX 300 and the All Ords over the same period. 

They also look candidly at a volatile September quarter, where rising rates, higher oil prices and Middle East tensions weighed on the sector. 

But the main focus is what comes next. Stuart and Paul unpack the three structural themes at the heart of ARF's strategy and why they believe each continues to provide a genuine tailwind for commodities: electrification, as the world builds out the grid, storage and supply chains it needs; currency debasement, and what persistent deficits and inflation mean for gold and hard assets; and artificial intelligence, whose appetite for power and materials is reshaping demand across the sector. Short-term conditions may stay choppy, but the outlook remains positive. 

Contact Information:

For media inquiries, interviews, or additional information, please contact:

Stuart Haslam
Partner
Email: stuart.haslam@admiraltycg.com
Phone: +61 406 244 366

For more information about Admiralty Capital Group visit:

Web: www.admiraltycg.com
Address: 12a, Tedder Ave, Main Beach, Gold Coast, Australia 4217
Email: info@admiraltycg.com
@Linkedin/admiralty-capital-group/

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