Baker Steel Capital Managers has extensive experience in the management of funds, investing in the natural resources, gold and precious metals sectors. Our investment management team is underpinned by strong technical backgrounds in the geo-sciences, mining, geology and engineering. This in-depth understanding of our sectors, combined with the investment expertise of our team, has produced an impressive investment track record. Our fund managers and analysts make regular research trips throughout the world, covering countries as diverse as China, Africa, Canada and Australia, in order to identify investment opportunities with the best growth prospects and fundamental value. This is arguably one of the only teams in the sector with such breadth and depth of experience. Our offices in London and Sydney enable us to carry out research with 24 hour coverage of world markets. We manage substantial assets on behalf of a broad range of financial institutions, wealth managers and professional investors.
External link for Baker Steel Capital Managers LLP
34 Dover Street
London, W1S 4NG, GB
Level 10, 2 Bulletin Place
Sydney, NSW, AU
Baker Steel Capital Managers LLP reposted this
Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel Capital Managers LLP’s Cosmo Sturge ▶ Watch the video on PA+: https://lnkd.in/ewpfB7KC #AlternativeInvestments #InvestInGold #InvestmentOpportunity
Join Baker Steel at Investment Week’s 'Funds to Watch' Event, on Thursday 7th November, where professional investors can hear from Mark Burridge, Managing Partner and Fund Manager. Mark will showcase the compelling opportunities within the commodity equities market and highlight what exposure to critical and precious metals equities can offer investors in today’s evolving landscape. RSVP now to secure your spot. We look forward to seeing you there! https://lnkd.in/ebb85vHe. #BakerSteel #FundstoWatch #InvestmentWeek
A generational breakout for gold is underway, but are precious metals miners just getting started? Read the latest from the Baker Steel team. #BakerSteel #Gold #MiningEquities
Watch Baker Steel’s David Baker, Managing Partner, in conversation with Kitco Mining at the Gold Forum Americas, where he discussed capital discipline, inspiring shareholder confidence, and what may yet lie ahead for the gold mining sector https://lnkd.in/epBB86Rm #BakerSteel #GoldForumAmericas #Gold
Baker Steel Capital Managers LLP reposted this
Gold continues to achieve new highs, fuelled by strong physical demand from central banks, retail buyers, and renewed interest from institutional investors. Silver is also seeing gains, driven by improved investor sentiment and increasing industrial demand, particularly from solar photovoltaic production. Meanwhile, precious metals miners are responding to rising prices, but with their valuations still recovering from historic lows, significant upside remains... Join us next week, on Thursday 3rd October, at the Portfolio Adviser Alternatives event, where we’ll discuss the near-term catalysts for, and long-term benefits of, Gold & Precious Metals investing with Baker Steel Capital Managers LLP. Register your interest here: https://lnkd.in/eWugD5BT. #CommodityInvesting #PortfolioAdviser #MarketInsights For professional investors only.
AI and the digital infrastructure revolution - Accelerating the world’s thirst for critical metals. A plethora of metals and minerals are needed for the new industrial revolution. Can the mining industry meet demand? Read the latest insights from the Baker Steel team. #BakerSteel #AI
Baker Steel Capital Managers LLP reposted this
The forces driving the uranium bull market. Baker Steel Capital Managers LLP. Producers of uranium, the vital element for nuclear power, have been outperforming as demand for clean energy rises. Read Baker Steel's report on the drivers for uranium with the outlook for lithium, the “flagship” element of the green transition, and with silver, the potential “unsung hero”. 🔗 Read the full article on Investment IQ: https://incm.pub/3zKeONP #financialadviser #investment #investmentmanagement #finance
Uranium is booming - but what's next for the other metals needed for the clean energy transition? Read the latest from the Baker Steel team: https://lnkd.in/g5tzPw2c #BakerSteel #Uranium #NetZero
Baker Steel’s CEO and Fund Manager, Mark Burridge, joined the Evenco International Trends Watch Webinar panel ‘Outlook for Commodities Within Geopolitical Uncertainty’. Moderated by Mike McGlone, Senior Commodity Strategist at Bloomberg, the panel covered a range of topics, such as gold dynamics, commodity price trends, and how industrial and speciality metals may stand to benefit from the green energy transition. https://lnkd.in/eKH_P5De #BakerSteel #Bloomberg #Evenco
Boris Bos, our ESG Specialist, representing Baker Steel Capital Managers LLP at the Global Investor Commission on Mining 2030 in London. With the transition to net zero putting increasing pressure on global critical mineral supply chains, it is important that investors encourage sustainable and responsible industry practices. Baker Steel are honoured to be supporting Principles for Responsible Investment, and other key stakeholders, on the Global Investor Commission, which will be formative in shaping the future of the metals and mining industry. #ESG #PRI #BakerSteel #criticalminerals
Chief Responsible Investment Officer (CRIO) Church of England Pensions Board, Chair Global Investor Commission on Mining 2030, Member UN Secretary General's Advisory Panel on Critical Transition Minerals
At the beginning of two very full days of deliberations in London of the Global Investor Commission on Mining 2030. Absolutely brilliant for the mult-stakeholder Commissioners to be meeting in person for the first time. Very grateful to our host Commission member Ninety One George Cheveley as well as Chronos Sustainability for the work leading up to today. This has also been informed by our Commission Advisory Group and the outputs will be part of the Commissions engagement with the Commission Investor Supporter Group. This group now comprises investors with over $15 trillion in assets under management. As Chair of the Commission I set out the timeline for the outputs of our work: First conclusions will be presented to the Principles for Responsible Investment #PRIinPerson annual member conference in Toronto in October. The Commission will then be engaging on the emerging action plan at the Investing in African Mining Indaba in February 2025. Following this the Commission will be presenting its conclusions by the time of the 2025 OECD - OCDE Forum on Responsible Mineral Supply Chains in May 2025. The final investor agenda will be presented to the PRI In Person member annual member conference in Brazil in 2025. In parallel to the work of the Commission we will also be facilitating together with PRI an investor input into the UN Secretary General’s Advisory Group on Critical Transition Minerals. #mining #criticalminerals #responsibleinvestors #investors #RI #sustainability #climatechange