The MJG portfolio is 35% weighted toward copper (the highest single metal weighting), but Guyger is not chasing the recent movers like Arizona Sonoran or Ivanho Electric; instead he is holding earlier-stage heavy Swiss copper exposure.
factualpending
Speaker
Matt GuygerEvidence Quote
“the MJG portfolio I mean we're 35% weighted towards copper so it's our it's our highest single waiting by by metal. Um, but I'll also say that our US-based copper exposure, our earlier stage names, so we've not caught the move flush with the Arizona Sonorans or the Ivanho Electrics of the world. Um, I'm not I'm not chasing”
Source
Grant Williams and Matt Geiger: Investing During Crises and Navigating a Spirited Metals Market— CLEAR COMMODITY NETWORKCreated: 8/11/2026, 7:24:12 AM
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