We are the first – and still the only – company to be invested exclusively in a diversified and dynamically managed portfolio of physical rare tech metals. Critical material resources are not unlimited in a limited world. And we believe that the wealth management industry should adapt to this fact. Ours is a long investment horizon that focuses on two key considerations. First, the world is undergoing a technological revolution, in which rare metals play a pivotal role. Rare metals are practically unknown to most people, yet they are all around us. They are fundamental to today’s technological landscape, and critical to the industries that underpin our economy, from aerospace to medicine, and from green energy to digital tech. Without them, the developed world as we know it would not exist. Second, today’s leveraged and debt-driven economies are not sustainable and, broadly speaking, financial and investment practices are failing to take this into account. In this context, investing in rare metals represents a unique opportunity both for wealth preservation and for capital appreciation. These are tangible assets whose value is determined by extreme rarity and by real, critical tech applications. As such they constitute a unique addition to any truly diversified portfolio. And CDMR uses its unique expertise to analyse tech trends on one hand, and geological and geopolitical supply risks on the other, in order to select the most promising metals and exploit their upturn potential.
