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Aston Hill Global Uranium Fund (GURAF)

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Last Post: 7/9/2012 11:34:24 AM - Followers: 0 - Board type: Free - Posts Today: 0

 

GURAF.PK                              http://www.bromptongroup.com/funds/gur/overview/                             GUR.TO 


 


Portfolio -

Pure play portfolio of international uranium companies, comprised of producers, developers, and explorers.

Composition - See the PDF presentation:

http://www.bromptongroup.com/funds/gur/pdf/gur_summary.pdf

World Class Portfolio Manager -

Portfolio Manager: UBS Global Asset Management

UBS Global Asset Management is one of the world's largest and most respected global asset managers. Total invested assets were approximately $635 billion as at June 30, 2009. UBS Global Asset Management truly has a global presence with over 3,500 employees located in 26 countries. UBS Global Asset Management (Canada) Co., a division of UBS Global Asset Management, is the portfolio manager for Global Uranium Fund Inc., which boasts a six member portfolio management team that draws upon the firm's breadth and expertise in global materials. The firm has a 25-year track record of providing superior performance for its clients by applying an intrinsic valuation methodology through an integrated global approach.

UBS Global Asset Management 

Portfolio Management Team

Mark Serdan, (Director, North American Equities) Lead Analyst, Global Uranium Fund

Mr. Serdan has 10 years of investment industry experience and is a member of UBS Global AM's Global Equity Materials and Financial Services teams. Before joining UBS Global AM in 2003, Mr. Serdan spent four years at BMO Nesbitt Burns working in investment research and investment banking. Prior to this, he spent three years at PricewaterhouseCoopers. Mr. Serdan is a Chartered Accountant and holds his CFA Charter. He received a Bachelor of Commerce (Honours) from the University of Windsor.

John Pickard , (Managing Director, European Head of Equities)

Mr. Pickard has 20 years of investment industry experience and is responsible for all aspects of UBS Global AM’s Equities business in Europe and all sector specific funds. He is a member of the UBS Global Asset Management Equity Investment Committee. Prior to taking on his current role in 2006, he was co-head of EMEA Equities and also spent two years as Head of Asia Pacific Equities. Mr. Pickard received a Master of Arts from Oxford University.

Mark Rider, (Executive Director, Australian Equities)

Mr. Rider has 20 years of investment industry experience and is responsible for economics and commodities research in Australia as a member of the Australian Asset Allocation Committee. Prior to joining UBS Global AM in 1997, Mr. Rider was Head of Economic Activity and Forecasting at the Reserve Bank of Australia. Mr. Rider received a Bachelor of Economics from Macquarie University (Australia) and a Master of Science from the London School of Economics.

Mark Roggensinger, (Director, Emerging Markets Equities)

Mr. Roggensinger has 13 years of investment industry experience. He is responsible for research into the basic materials sector in EMEA and Latin America. He is also Portfolio Manager for UBS (CH) Equity Fund - Gold. Prior to joining UBS Global AM in 2005, Mr Roggensinger was active in raising capital for junior mining companies in Switzerland. Prior to this, he was an Equity Research Analyst for Merrill Lynch, initially covering the South African Mining and Steel sectors, transferring to coverage of the United States Steel Sector in 2001. He began his career in the South African Mining Industry as a Mine Geologist and a financial analyst. Mr. Roggensinger completed his Lic Sci de la Terre, Dipl. Ing. Géologue at the University of Geneva (Switzerland).

Robert Turner, (Director, Australian Equities)

Mr. Turner has over 25 years of investment experience and is responsible for Australian Equities and analysis of the resource and energy sector. Prior to joining UBS Global AM in 2006, he covered a variety of industry segments for Credit Suisse Asset Management. Mr. Turner received a Master of Business Administration from Charles Sturt University in Australia.

Ashish Chaturvedi, (Associate Director, North American Equities)

Mr. Chaturvedi has five years of investment industry experience and is an analyst for UBS Global AM’s Canadian small cap funds and also covers large cap energy equipment and services companies. Prior to joining UBS Global AM in 2004, Mr. Chaturvedi worked as an architect in the construction industry. He received a Bachelor of Architecture from the Institute of Technology (India) and a Master of Business Administration from the University of Western Ontario.

UBS Global Asset Management, one the world's largest and most respected global asset managers with over $838 billion in assets under management globally.

- 25 year track record of exceptional performance.
- Portfolio management team is comprised of nine global materials specialists with an average of 14 years investment management experience.

Investment Approach

  1. Uranium producers and developers are evaluated based on price-to-intrinsic value methodology, primarily using discounted cash flow modeling;
  2. Exploration companies, for which cash flows are not as predictable or identifiable, will be evaluated using other investment metrics, such as asset-based valuations, industry positioning, quality of assay results, quality of management and joint venture partners; and
  3. Overall objective is to identify those uranium companies that UBS Global Asset Management believes have solid and recognizable competitive strengths that will trigger eventual market recognition of embedded value.

Uranium Fundamentals -

Supply/demand gap is expected to benefit uranium producers, developers and exploration companies as valuable long-term contracts are being negotiated at historically high prices.

See this amazing PDF presentation -

http://www.bromptongroup.com/funds/gur/pdf/Uranium_fundamentals.pdf

Warrant -

3-year term ending June 30, 2010. Exercisable at any time prior to expiry at $10.25 for an additional equity share. One warrant issued per two equity shares outstanding.

Strong Corporate Governance -

Managed by Brompton Funds Management Limited, a member of the Brompton Group of Companies 

Low Management Fees -

1.10% per annum of the NAV (includes Manager's and Portfolio Manager's fees).

Liquidity -

TSX listing
Annual redemptions
Market repurchase program

The Daily View


 

The Big Picture Weekly View

 

Industry Links:

         

 Informational Websites:

Uranium Investing News

URANIUM IN DEPTH 

 

http://www.uic.com.au/     http://www.worldenergy.org/wec-geis/
http://www.iaea.org/                                 http://www.nea.fr/
http://www.wna-waste-management.org/
www.cna.ca/english/index.asp
www.intluranium.com
www.uraniumseek.com
www.world-nuclear.org
www.nei.org
www.uxc.com

 Uranium links from LinksMine - InfoMine's Library of Mining Web Sites 

Site Listings 

 Associations 

Exploration 

Investment 

 Uranium Will Rebound with Economy - (The Energy Report) Interview with Barbara Thomae, Senior Mining Analyst

Mines 

Publications 


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PostSubject
#43   U308 report... Pro-Life 07/09/12 11:34:24 AM
#41   Strong possibility of a market bottom... link to Pro-Life 06/13/12 07:57:19 PM
#40   U308: Oil Prices Rose 19% In 2011 - Pro-Life 04/10/12 08:04:46 AM
#39   What's new: Canada reaches uranium trade deal with China Pro-Life 02/10/12 08:30:48 AM
#38   Sector stock comparables: Pro-Life 01/30/12 10:29:14 AM
#37   Scoreboard for the week: +17.42% Pro-Life 01/21/12 07:16:46 AM
#36   +7% so far for the week... Pro-Life 01/05/12 08:24:23 PM
#35   Here goes the U308 sector!!! Charted comparables: Pro-Life 11/30/11 10:04:36 PM
#34   Still struggling to hold those gains... Pro-Life 11/24/11 02:08:36 PM
#33   The sector is reversing upward... Pro-Life 10/05/11 08:50:20 PM
#32   $2 held but no rebound either... Pro-Life 08/04/11 08:42:31 AM
#31   Is this going to break $2??? Pro-Life 06/10/11 09:28:16 PM
#30   Confirmation release from DOE: Pro-Life 04/18/11 04:41:45 PM
#29   -3.83% is the scorecard for the week... Pro-Life 04/17/11 10:18:24 PM
#28   US Nuclear Regulators To Vote On Proposal To Pro-Life 03/21/11 12:27:17 PM
#27   Bullish commentary: In the wake of Japan's nuclear Pro-Life 03/20/11 11:37:03 PM
#26   Japan Nuclear Disaster Caps Decades of Faked Reports, Accidents Pro-Life 03/17/11 08:27:35 PM
#25   Down 33% this week on the Japan crisis. Pro-Life 03/16/11 02:28:08 PM
#24   My friends, for the week: +12%!!! Pro-Life 02/05/11 08:29:09 PM
#23   A good informational resource about uranium: Pro-Life 12/18/10 09:45:28 PM
#22   Special Report: Nuclear's lost generation Pro-Life 11/30/10 11:19:35 PM
#21   For the week: +15%... the whole sector is Pro-Life 11/28/10 09:27:05 PM
#20   Uptrend on the weekly is strong. Pro-Life 10/14/10 08:53:07 AM
#19   What a beautiful looking 6 week uptrend. Pro-Life 08/15/10 06:18:10 AM
#18   Still correcting against all the market fundamentals... Pro-Life 06/26/10 03:17:42 AM
#17   The overall uranium sector has been hurting while Pro-Life 05/21/10 07:11:28 PM
#16   Some signs of life in other cos.... watching closely. Pro-Life 04/02/10 09:04:19 AM
#15   Waiting for this industry to move again. Pro-Life 02/05/10 05:21:55 PM
#14   Weekly chart is just consolidating during the last Pro-Life 12/12/09 08:13:29 PM
#13   Overall uptrend still seems to be intact... especially Pro-Life 11/18/09 09:42:57 PM
#12   Nobody has a crystal ball, however by looking Pro-Life 09/22/09 07:00:35 PM
#11   I am interested in playing the best across KING RABBIT 09/21/09 08:55:23 PM
#10   Yes, and a triple + off the 76 Pro-Life 09/21/09 08:54:04 AM
#9   The weekly uptrend since Decenber is still intact... Pro-Life 08/03/09 09:56:54 PM
#8   An obvious battle is happening at the MA50... Pro-Life 06/19/09 07:50:56 PM
#7   MA50 about to cross the MA200 and then Pro-Life 05/02/09 10:23:08 PM
#6   What a gapper today... will it run???!!! Pro-Life 03/18/09 07:15:52 PM
#5   A double is had by many that got Pro-Life 02/17/09 02:42:51 PM
#4   This fund is blasting ahead along with the Pro-Life 01/02/09 10:13:05 PM
#3   The bottom is probably at hand... the end Pro-Life 10/29/08 06:35:21 PM
#2   This may be the bottom... the PPS at Pro-Life 09/24/08 07:54:34 PM
#1   Uranium is in a megatrend... invest accordingly. Pro-Life 06/30/08 12:20:07 PM
PostSubject
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