Argonaut Algorithm: Copper’s a long-term theme for fundie David Franklyn
From stockhead.com.au
Argonaut Funds Management’s David Franklyn joins Stockhead to share investing secrets from the high-conviction resource sector investing fund, including his junior stock pick of the month. When looking for inspiration as an investor it can pay to study the performance and philosophies of some of the masters. One whose work springs to mind for Argonaut’s David Franklyn is Stanley Druckenmiller, a billionaire hedge fund manager whose legacy spans both sides of the political spectrum in the US. Druckenmiller worked with George Soros to bet against the British Pound in the 1990s and mentored current Republican Treasury ...
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