Investing in Rare Earths
Artemis fund manager Raheel Altaf discusses how to gain exposure to rare-earth metals through extraction companies.
By Raheel Altaf, manager of the Artemis SmartGARP Global Equity fund and SmartGARP Global Emerging Markets Equity fund.
A Secure Storage Facility
In a three-storey bunker in Frankfurt, 300 tonnes of strategic metals and minerals are stored across 15,000 square feet, protected by six-foot-thick concrete walls, cutting-edge security, and armed guards.
Some of these materials are owned by investors, while others are held by manufacturing companies building stockpiles to protect their production against geopolitical trade conflicts, such as the recent US-China dispute.
Investors don’t have to buy and hold these materials to benefit.
Investment Case
Let's examine the investment case for rare earths.
Author's summary: Investing in rare earths through companies.
- Rare earth metals exposure through extraction companies
- Secure storage facilities for strategic metals and minerals
- Investment case for rare earths