“in the next ten years, we have an additional 10,000,000 tons of demand for copper. Where's that gonna come from? It's not like building a house. It might take you, if you're lucky, twelve to eighteen months. These mines are taking fifteen to twenty years.”
Horizon
Return
Alpha vs benchmark
Hit?
As of
30d
+1.13%
+1.00%
✓
2026-07-24
Risk: max drawdown 7.4%
· volatility 37.1% ann.
· Sharpe-proxy -0.23