Separately Managed Accounts Sprott Global Gold Strategy
The Sprott Global Gold Strategy is an actively managed proprietary portfolio managed by members of the Sprott Gold Team, and is exclusively available through Sprott Asset Management USA. The team-based approach brings together senior portfolio managers, in-house technical advisors and a precious metals market strategist with decades of experience in precious metals and hard assets.
Actively Managed
The portfolio is actively managed and seeks to outperform the overall gold market in all market conditions. Market timing is a critical component of our strategy. Short-term trading strategies may be implemented opportunistically.
Multi-Phased, Team-Based Portfolio Selection
Investment Strategy
The primary objective of this portfolio is to provide long-term capital growth through investing in the precious metals sector while reducing volatility. The portfolio seeks to invest in companies which are well managed and have a high probability of success in being able to execute upon their planned vision:
- For early-stage exploration companies, the goal will be to find good assets, which can be developed in the foreseeable future.
- For advanced exploration and development companies, the goal will be to uncover projects that can be advanced towards production in a timely and cost-effective manner.
- For producing assets, the goal will be to find companies with existing operations and potential for geological upside through further exploration.
The portfolio is invested internationally and consists of securities listed in both the U.S. and multiple foreign exchanges. Asset allocation is spread across equities, bullion, cash, and may utilize options to protect downside and provide additional upside.
Investment Team
Shree Kargutkar, MBA, CFA
Portfolio Manager
Maria Smirnova, MBA, CFA
Senior Portfolio Manager
Account Details
| Fund Structure | Separately Managed Account (U.S. Domiciled) |
| Subscriptions | Daily; Open Ended Structure |
| Redemptions | Daily |
| Management Fee | 1.5% of Assets Under Management |
| Performance Fee | No Performance Fee or Commission Charges |
| Custodian | Interactive Brokers |
| Minimum | USD $100,000 |
| Investor Eligibility | Open to U.S. and Select International Investors |
For more information, please email contact@sprottusa.com or call 800.477.7853 and reference the “Sprott Global Gold Strategy”.
Past performance does not guarantee future results. An investor could lose all or a substantial amount of any investment pursuant to this strategy. The intended use of this material is for informational purposes only and is not intended to be an offer or solicitation for the sale of any financial product or service or a recommendation or determination that any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on the objectives of the investor, financial situation, investment horizon, and their particular needs. This information is not intended to provide financial, tax, legal, accounting or other professional advice since such advice always requires consideration of individual circumstances. The investments discussed herein are not insured by the FDIC or any other governmental agency and are subject to risks, including a possible loss of the principal amount invested.
Generally, natural resources investments are more volatile on a daily basis and have higher headline risk than other sectors as they tend to be more sensitive to economic data, political and regulatory events as well as underlying commodity prices. Natural resource investments are influenced by the price of underlying commodities like oil, gas, metals, coal, etc.; several of which trade on various exchanges and have price fluctuations based on short-term dynamics partly driven by demand/supply and also by investment flows. Natural resource investments tend to react more sensitively to global events and economic data than other sectors, whether it is a natural disaster like an earthquake, political upheaval in the Middle East or release of employment data in the U.S. Sprott Asset Management USA, Inc., affiliates, family, friends, employees, associates, and others may hold positions in the securities it recommends to clients, and may sell the same at any time.
The Investment Team responsible for the strategy are employees of Sprott Asset Management LP (“Sprott Toronto”), a Toronto affiliate of Sprott AssetManagement USA, Inc. (“Sprott USA”). Sprott USA is responsible for the execution of the strategy in connection with the separately managed account program.