David Franklyn, Co-Head of Argonaut Funds Management, speaks with Finance News Network on our outlook on the resources sector and the success of our flagship fund, Argonaut Natural Resources Fund.
David Franklyn, Executive Director and Head of Funds Management at Argonaut, explains how the Argonaut Natural Resources Fund has managed to outperform its benchmark despite a challenging year for the resources sector. He outlines his approach to portfolio construction and how global trends in energy transition and geopolitical uncertainty are shaping investment decisions. https://lnkd.in/gBKZ5HRm