“We are not investing in resources because we like commodities but because we believe it is a fertile hunting ground for alpha.” – Freddy Brick
Primarily a long-oriented fund that focuses on a concentrated portfolio of deeply researched investments in the resources sector.
Targeting early-stage opportunities in the exploration and development stage that we believe can return significant multiples on our initial investment.
Strict discipline combined with our industry experience, familiarity with the strengths and weaknesses of management, and investment instinct will create highly attractive entry points for our investors.
There is no single skillset required for what we do. Mining companies aren’t typically built by the world’s most capable geologists. Success depends on a blend of skills and understanding, the ability to see the big picture early, identify risks that are “project killers”, and hiring trusted expertise from our network.
Muddy Waters Resource Fund L.P. is a private fund being offered to investors, who are “accredited investors” under Rule 506(c) of the Securities Act of 1933 and who are also “qualified purchasers” under the Investment Company Act of 1940.
