Franco Nevada
An Acyclical & Resilient Investment
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Over the next few months, I will be focused on analyzing companies with embedded resiliency. If you are interested in learning more about companies that can thrive no matter what the business cycle is doing, these will be for you.
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In my two most recent articles, I delved into the attractiveness of incorporating asymmetric investments into one’s portfolio, and analyzed a series of macroeconomic happenings that have occurred over the last 30+ years that attract me to gold as an asset class. These two pieces were created as I was making my way through my Franco Nevada Research FNV 0.00%↑ . Although it will take me years of following the company to feel comfortable with my understanding of every nuance of the royalty industry, I have reached a firm conclusion thus far that Franco Nevada ties into both of these previous discussions quite nicely, instilling asymmetry into their very existence, and offering investors a better way to expose themselves to both gold and some other valuable commodities. Over the course of this deep-dive, I will attempt to affirm why I believe this is the case.