)hghudo([hpswlrq v dqg([foxvlrq v &odlphg vhohfwdoowkdwdsso\ 5xoh e qrw l ll ru lll 5xoh 5xoh e l 5xoh e 5xoh e ll We are pleased to report that the Crescat Precious Metals Fund was up 86.2% net in its debut month. Such returns, we believe are indicative that we are in the early stages of new precious metals bull market, one that has started off with a bang. We are pleased to report that the Crescat Precious Metals Fund was up 86.2% net in its debut month. The strong returns in both funds were driven by the firm’s global fiat debasement macro theme. Kevin C. Smith, CFA. Public filings of Crescat Precious Metals Master Fund Ltd raised by Crescat Portfolio Management LLC located in , . needs go. woman whose name was Almitra. This fund will devote a substantial Please speak to a licensed financial professional before making any investment decisions. Save it to your desktop, read it on your tablet, or email to your colleagues. Please contact Marek Iwahashi if you would like to receive information including offering and subscription docs and/or would like to set up a call to discuss. And there came out of the sanctuary a includes Global Macro, Long/Short, Large Cap and Precious Metals funds. This fund will devote a substantial allocation of its capital to activist positions in the gold and silver mining industry. Crescat Capital LLC 1560 Broadway, Suite 2270. We won't send you spam. Jacob lives with his wife and four kids in Passaic NJ. For those with any apprehension regarding our Chinese currency exposure, there is the long/short fund which is focused more exclusively on the equity-oriented ways to play our macro themes. been but a day in their city. Crescat Precious Metals Fund. Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. Save it to your desktop, read it on your tablet, or email to your colleagues. Q2 2020 hedge fund letters, conferences and more. "Crescat is taking an activist approach to investing in the precious metals mining industry today. A Stellar Month for our New Precious Metals Fund. Crescat’s newest strategy. Crescat Precious Metals Fund: The fund is dedicated to activist positions in the precious metals mining industry. Crescat Precious Metals Fund: The fund is dedicated to activist positions in the precious metals mining industry. The strategy for the new fund will be similar to that of the precious metals SMA in that it will be focused on a diversified long portfolio of precious metals securities. © 2011-2021 VALUEWALK LLC. The manager navigates the cycle for gold and silver primarily through long-oriented exposures but may also employ shorts and modest leverage. Net Returns Since Inception . A Stellar Month for our New Precious Metals Fund. We think Crescat’s Precious Metals Fund and SMA strategies have already started to demonstrate that potential in 2020. There are different ways to participate in Crescat’s macro views. These strategies did extremely well last quarter as gold and silver stocks had their best quarterly performance in history. Crescat Capital discusses their outperformance due to precious metals long positions and announce their new fund, Crescat Precious Metals Master Fund LTD. Get the entire 10-part series on Seth Klarman in PDF. Crescat is a global macroasset management firm headquartered in Denver, Colo. © 2021 Crescat Capital LLC Crescat Precious Metals Fund. Crescat is a global macro asset management firm. Originally published at ValueWalk. For those who are uneasy about shorting anything at all, we have our long-oriented large cap and precious metals separately managed account (SMA) strategies. Crescat Precious Metals Fund II LP /s/Linda Smith: Linda Smith: Manager of General Partner: 2021-01-25: Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB number. All three legs of the macro trade of the century, in our view, are only just beginning to unfold. Crescat is advised by its technical consultant, Dr. Quinton Hennigh on investments in gold and silver resource companies. The Crescat Precious Metals Fund is up 50%+ net on an estimated basis in its first month to date in August! US Global Investors Gold & Prec Mtls Fd. Mission: Providing a framework to improve your investing PROCESS, while collecting newsworthy information about trends in business, politics and tech areas. Crescat is a global macro asset management firm. Our goal at this stage of the precious metals cycle is to invest in a portfolio of the largest and most economic new gold and silver deposits on the planet. Bio. The majors will be flush with cash to buy the deeply undervalued juniors for their much-needed mineral resources. In addition to the precious metals long exposure, Crescat’s two hedge funds maintain substantial gross short exposure today to over-valued US stocks at large, our second high conviction theme. Nevertheless, Crescat points out that there is a huge disconnect between the stock prices and the fundamentals of the gold and silver miners: Gold and silver companies continue to report exceptionally strong fundamentals. jo.id = 'FJVoiceFeed'; SEC Brochure (Form ADV Part II) Sincerely, Crescat Capital LLC. 9.4K Followers. Our new private precious metals focused activist fund that we launched in August is off to an incredibly strong start. Dr. Hennigh became an economic geologist after obtaining his PhD in Geology/Geochemistry from the Colorado School of Mines. Crescat Precious Metals Fund: The fund is dedicated to activist positions in the precious metals mining industry. We develop tactical investment themes based on proprietary value-driven models. Crescat Capital LLC (“Crescat ... “Crescat is taking an activist approach to investing in the precious metals mining industry ... Large Cap and Precious Metals funds. It was accomplished in an overall flat market for the precious metals industry in … his head; and those who stood near saw We are encouraged that we were able to accomplish this in a flat-to-slightly-down overall market for gold and silver stocks in August, which endured a significant pullback mid-month. the great square before the temple. In the new Crescat precious metals fund, we will take an activist approach to a substantial portion of companies to which we allocate capital. document.getElementsByTagName('head')[0].appendChild(jo); The manager navigates the cycle for gold Crescat Precious Metals Fund Presentation The entire gold and silver mining industry is the beneficiary of today’s macro environment with strong balance sheets, high growth, and still incredible valuation. Denver, CO, 80202. Prophet of God, in quest of the The managers will tactically navigate the precious metals cycle based on Crescat’s macroeconomic models shifting among Direct links to the EDGAR source material. jo.type = 'text/javascript'; Crescat Precious Metals Fund LP: Street Address 1 Street Address 2; 1560 BROADWAY: SUITE 2270: City State/Province/Country ZIP/PostalCode Phone Number of Issuer; DENVER: COLORADO: 80202: 303 … This was the biggest single month’s performance for any Crescat strategy ever. Die Überzeugung des Fondsmanagers geht mir, scherzhaft gesprochen, „rauf wie Öl“: „Die vergessene Anlageklasse des letzten Konjunkturzyklus, die Edelmetalle, stehen Ungleichgewicht zwischen Angebot und Nachfrage. Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow yield than tech stocks. Form D Crescat Precious Metals Fund Lp Notice of Exempt Offering of Securities, items 06c, 3C, and 3C.1. The manager navigates the cycle for gold and silver primarily through long-oriented exposures but may also employ shorts and modest leverage. A Stellar Month for our New Precious Metals Fund. We maintain extensive global precious metals mining long exposure throughout the firm today, including in our two existing hedge funds. This is just one of the three highest conviction themes that comprise what we at Crescat consider to be the macro trade of the century. Denver, CO 80202. Crescat is taking activist stakes in the precious metals exploration industry today and has recently launched a new private fund to focus on that strategy. Source: S&P Global Market Intelligence. We are pleased to report that the Crescat Precious Metals Fund was up 86.2% net in its debut month. The manager navigates the cycle for gold and silver primarily through long-oriented exposures but may also employ shorts and modest leverage. Crescat Precious Metals Master Fund LTD | Fund Presentation Quinton is a world-renowned exploration geologist with 30+ years of precious metals mining experience. (function () { Crescat Precious Metals Fund II LP Funding details Crescat Precious Metals Fund II LP Industry: Pooled Investment Fund CIK Number: 0001841995 Address: 1560 BROADWAY SUITE 2270 DENVER 80202 Phone number: 303-228-7371. For those who want to participate in all three of our highest conviction themes today, and all our themes in general, we have the global macro fund. she hailed him, saying: Source: Bloomberg. uttermost, long have you searched the his tears falling upon his breast. We believe there will be increasingly high demand for precious metals and the most dynamic mining companies in the industry because such securities provide strong appreciation potential in periods of negative and declining real interest rates, including both recessionary and ultimately inflationary environments. Crescat Capital hat Mitte 2020 deshalb einen neuen Spezialfonds aufgelegt, den Precious Metals Hedge Fund. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. This was the biggest single month’s performance for any Crescat strategy ever. It is important to note that our precious metals SMA strategy will continue to own most of the same activist mining companies as our private funds and will remain available to non-accredited investors, but only our private funds will be able to participate in the private placements. We respect your privacy. We think Crescat’s Precious Metals Fund and SMA strategies have already started to demonstrate that potential in 2020. Summary. Crescat Capital commentary for the month of Novembver 2020, titled, “As Good As It Gets.” Q3 2020 hedge fund letters, conferences and more Buying Opportunity Caused By The Run-Up In Equity Markets Crescat Global Macro and Crescat Long/Short hedge… Source: Bloomberg & Central Banks. A key driver of our strong recent returns has been our activist positions in the beaten-down global gold exploration segment of the market that offers tremendous value and growth potential today after a decade long bear market. Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow yield than tech stocks. Subscribe to ValueWalk Newsletter. Different than our Precious Metals SMA, we accomplish this through negotiated private placement investments in public companies that can come with activist perks such as discounts, warrants, and anti-dilution rights. I also own a few grams of Gold and Silver. We are confident that within the precious metals mining industry, the most value for shareholders will be created from the small cap exploration segment over the next several years. We are confident that within the precious metals mining industry, the most value for shareholders will be created from the small cap exploration segment over the next several years. About NV Gold Corporation The Crescat Precious Metals Fund is up 50%+ net on an estimated basis in its first month to date in August! Crescat Precious Metals Fund 2.7% 175.1% Philadelphia Stock Exchange Gold and Silver Index -3.9% -9.9% S&P 500 Index-20.0% Crescat Precious Metals Fund-1.0 %14.2 Crescat Strategy Description The Crescat Precious Metals Fund is dedicated to activist positions in the precious metals mining industry. Crescat Precious Metals Fund II LP - Most recent fund raising on January 25, 2021 raised $0 in Other Precious Metals Crescat November 2020 Commentary: As Good As It Gets. Partner & Portfolio Manager The advantage of the new fund versus the SMA is that it will be able to participate, like our existing private funds, in a more advantageous way in Crescat’s activist campaigns in the precious metals mining industry. Our final returns for all four of Crescat’s existing strategies through June are shown below: Given the exciting and timely opportunity, Crescat is announcing the launch of our third, new private fund, the Crescat Precious Metals Master Fund LTD. Like our other two funds, the new fund will be exclusively be available to accredited investors and qualified clients. A Stellar Month for our New Precious Metals Fund. The manager for the Crescat Precious Metals strategy invests predominantly in a global all-cap universe of precious metals mining stocks. Our activism means that whenever possible, we seek to: We are accepting subscriptions to the new precious metals fund now for an end of July start. This was the biggest single month’s performance for any Crescat strategy ever. We have been hard at work vetting companies and negotiating such positions already, but these securities comprise a smaller relative component of our existing funds. How Can We Be Sure That Value Investing Will Continue To Work? I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. In the new Crescat precious metals fund, we will take an activist approach to a substantial portion of companies to which we allocate capital.

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