What are the benefits of AI?
AI focuses on small, undiscovered Special Situations
in the natural resources, and in many cases, the investment
return potential can be measured in multiples of the current stock
price. As a result,
a single, successful investment in an AI portfolio company can easily
pay back the investment in a subscription.
Who should subscribe to AI?
AI is tailored for sophisticated investors looking for under-researched, alpha-generating ideas, including hedge funds, money managers, investment advisors, Small Cap Funds, Resource-Sector Funds, Brokers and High Net Worth Individuals.
What kinds of companies does AI cover?
AI is focused on
uncovering small, under-researched companies in the natural resource
sector. Particular focus is placed on gold & silver, oil &
gas, as well as agriculture. While AI has a global focus, it is
particularly focused on companies in the Americas, including Canada,
US, Mexico and South America, because of the risk/reward profile. Due to the abundance of information asymmetries in the small capitalization space, AI focuses on Small Caps ($250 million - $ 1 Billion), Micro Caps ($50 million - $250 million), and in highly selective cases, Nano Caps (less than $50 million).
What differentiates AI?
AI is a value-added service focused on providing actionable intelligence on Special Situations
in the natural resource sector. AI spends a considerable amount of time on due diligence which includes reviewing regulatory filings, institutional manager holdings, as well as speaking with company managements. AI endeavors to provide timely &
specific updates, as needed, and does not confine itself to strict
calendar schedules. If important, time sensitive news is released, AI will endeavor to send an update to subscribers.
How often is AI Published?
AI's goal is to provide timely, relevant, value-added information. In pursuit of that goal, AI does not have a regular, fixed publication schedule. Company reports, company updates and market commentaries are sent to subscribers when appropriate, and not based on a rigid publishing schedule. Notwithstanding that over-riding goal, clients & subscribers should expect to receive reports and/or updates at least 2 times per month, or 24 times per year. During times of significant news flow on companies AI follows, subscribers could receive multiple updates in a given week.
Who are the people behind AI?
AI was founded by Matthew Schroeder with the simple, yet ambitious, goal of identifying top centile (1%) investments in the natural resources sector. This entails wading through the information asymmetries which characterize the natural resource sector to synthesize & distill actionable investment advice.
Ivy-league educated, Mr. Schroeder graduated with distinction from Cornell University and earned his MBA from the University of California, Berkeley. Prior to AI, Mr. Schroeder spent 7 years with Citigroup in a variety of international roles. In his last position, Mr. Schroeder reported directly to the Group Credit Risk Officer for the Asia-Pacific Region,
where he had primary responsibility for credit loss analysis, budgeting and forecasting, as well as managing the loan loss reserves on Citigroup's US$ 50 Billion consumer asset
portfolio in Asia. At Citigroup, Mr. Schroeder developed a refined skill in analyzing global market
trends, industry structure, and most importantly, in company microeconomics, through rigorous financial statement analysis.
What is AI's Risk Management Philosophy?
Risk Management, and the evaluation of risk & reward, are both core philosophies of AI.
AI endeavors to mitigate risk through a research intensive approach
which includes spending considerable time with company-specific
regulatory disclosures (including technical reports), speaking directly
with Management teams, reviewing fund manager holdings, reviewing
insider trading reports, reviewing news releases, and speaking with
analysts and other market commentators. Additionally, many of the
companies recommended by AI have significant management & director
ownership and/or institutional ownership by highly successful fund
managers and financiers.
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