Leigh Goehring and Adam Rozencwajg, managing partners of New York-based natural resources investor Goehring and Rozencwajg will summarise the natural resource outlook from a contrarian perspective, using original research to uncover value in commodities and natural resource equities. Since 2017, they have managed the G&R Global Natural Resources Strategy fund.
Leigh Goehring has 32 years of investment experience specialising in natural resource investments. From 2005 until the end of 2015, Mr. Goehring was the portfolio manager of Chilton Global Natural Resources Fund. This dedicated natural resources focused hedge-fund grew to over $5 billion of assets under management at its peak. Prior to joining Chilton Investment Company, Mr. Goehring served as the manager of the Prudential-Jennison family of natural resources funds between 1991 and 2005. These funds accumulated over $3 billion of assets under management at their peak. Mr. Goehring started working on Wall Street in 1982 in the Trust Department of the Bank of New York. He holds a Bachelors of Arts degree with a major in Economics and a minor in Mathematics from Hamilton University.
Mr. Adam Rozencwajg serves as Managing Partner at Goehring & Rozencwajg Associates. He has 17 years of investment experience. Between 2007 and 2015, Mr. Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring. Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder.