Yes - I'm inclined to agree - their overall investment thesis seems sound - long term conviction on oil, copper, nickel and gold but their actual stock-picking is a different matter, maybe its because their thesis is to hold large parcels and get seats on boards? Maybe they are working on decade time frames, and not too concerned about quarterly or annual performance? Went to the Zeta website itself and since inception this has been their performance:
Seems to be a value destruction business to me? What are they actually achieving? Am I missing something obvious?
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