Goehring & Rozencwajg Associates

Goehring & Rozencwajg Associates is a New York-based investment firm specializing in natural resources and energy markets. Founded in 2015 by Leigh Goehring and Adam Rozencwajg, the firm leverages over 46 years of combined experience to provide comprehensive research, analysis, and investment advice in the natural resources sector. Their expertise encompasses commodities, energy, and other natural resources, offering clients a deep understanding of market dynamics and investment opportunities.

The firm's investment strategy is characterized by a contrarian value approach, underpinned by extensive proprietary fundamental research. They focus on identifying transformative trends and investment opportunities across various sectors, including metals and mining, oil and gas, and agricultural chemicals. Goehring & Rozencwajg Associates primarily invests in growth, late-stage, and pre-IPO companies, with a geographical focus on regions such as the United States, Canada, South Africa, the United Kingdom, Australia, Kazakhstan, Bermuda, and Russia.

With a commitment to thought leadership, the firm publishes a quarterly commentary and maintains an active presence through blog posts and media appearances. This dedication to staying informed and sharing insights has earned them a reputation as a trusted resource in the industry. Their investment philosophy emphasizes risk controls, sell discipline, and a focus on delivering exceptional results for their clients.