About Us


When you read our articles, you’re reading the work of professional money managers, who have worked across the world for some of the most reputable names in finance as well as managing private wealth. We walk the talk. You’re not hearing from journalists nor analysts who’ve turned to publishing, who do not face consequences for making wrong calls and have no skin in the game.

Thomas Jenkins

Thomas has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally.

Allen Hall

Allen is a Vancouver-based financier with a background in mining engineering. Having worked on mining projects across the world, he is focused on providing catalytic capital to high-quality teams in the mining and natural resources sector, which he believes is on the cusp of reversing its multi-year trend of being an unloved market.

Michael Hendricks

After managing high net worth private client funds, Michael managed a proprietary trading book South Africa & Australia. Michael’s speciality is in identifying opportunities in extreme out of favour themes globally and executing strategies to achieve asymmetric payoffs.


We track capital flows and other trends to establish where deep value lies, and spend our time determining how to best execute on our views. This often takes us where investors do not dare to go, and is often how we achieve outsized returns. Our contributors each have their own views, but ultimately rely on global macro analysis combined with specialist knowledge and patience – which is how we achieve an edge.


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