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27.07.2022 | reading time


Citywire Interview Tobias Tretter: AA-rated resource manager: "I see triple potential in gold mines."

Note: This text is a translation from the original language, German.

Tobias Tretter is the founder and CEO of Commodity Capital. According to our database, in the Citywire Natural Resources sector, Tretter, who holds an AA rating, has been the best-performing fund manager over the last five years. Tretter manages the fund that focuses on mining companies. Commodity Capital Global Mining Fund.

In the past five years, according to our database, you have been the undisputed number one in the field of resource fund managers. This naturally raises the question: What sets you apart from the competition?

It's the proximity to the projects and mining companies. When you look at the large flagship funds, their working methods are substantially different. Most of my colleagues primarily work from their desks. In contrast, we are mainly on-site, assessing not only the geology and economic viability of individual mines but also working conditions and interactions with the local population.

This results in a much more interesting portfolio, mainly composed of small and medium-sized companies. This somewhat different approach may not necessarily yield short-term benefits. However, over the course of several months or even years, a significantly higher performance becomes apparent.

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