Massif Capital Q1 2026 Letter To Investors
Massif Capital reported a 16% return for Q1 2026, primarily driven by the mining and energy sectors. The firm remains optimistic about oil prices over the next five years due to ongoing geopolitical factors. Additionally, Allied Critical Metals is focusing on developing a significant tungsten resource in Borralha.
- ▪Massif Capital's Real Assets Strategy advanced 16.0% net of fees in Q1 2026.
- ▪The portfolio's return was significantly influenced by the mining and energy sectors.
- ▪Allied Critical Metals is developing the Borralha asset, a major undeveloped tungsten resource.
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| Publication time | Sun, 17 May 2026 20:20:00 -0400 |
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