La Mancha Resource Fund and the Strength of Large Equity Positions

In this episode we turn to Karim Nasr of La Mancha Resource Funds. Karim spent some time with us while in London this week to discuss the foundations and history behind La Mancha and their approach to equity investments within their portfolio. The company does not invest in a lot of positions, but they do take very large positions in the companies they do partner with.

Karim shares what the sweet spot is for La Mancha within the mining cycle, both for entry and exit. He also answers questions on a couple of deals which the economic environment has caused. headwinds with.

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