Commodity Intelligence LLP provides specialty advice on global commodity equities. The partners, through the use of customised search tools source information on commodities and commodity equities from around the world. With over 50 years combined experience, the partners analyse news and events in real time and provide a daily analysis and investment advice. Quarterly presentations are made available outlining prospects for the following quarter.
The partners pride themselves on their ability to spot emerging trends in supply and demand through the application of game-changing new technologies and highlighting of relevant macro events and trends within their sector.
As independent research providers, the partners are not influenced by other commercial considerations when recommending action on particular investments. Commodity Intelligence LLP maintains a short but select list of subscribers and we are happy to provide samples of our daily reports.
Mark Latham - Partner
Twenty-three years Fund Management experience.
Five years managing Baring Natural Resource Fund - returned 20.4% vs 2.4% average for peers.
Four years managing Global Long-Short Fund at Odey Asset Management - proven preservation of capital during bear market.
Joined North of South Capital in 2005.
Founded Commodity Intelligence LLP in 2008 - Specialist Resource focussed advisory service.
Neil Hobson - Partner
Thirty years Natural Resource experience on the sell side.
Director of Wood Gundy.
Managing Director of CIBC World Markets.
Responsible at various times for Institutional Sales, Trading and New Issue Placement.