Adrian Day

Owner, Adrian Day Asset Management
Contributor's Links: Adrian Day Asset Management

Adrian Day has been managing portfolios at his eponymous firm since 1991.  He manages in global markets with a specialization in gold and resources, always with a focus on long-term global value.  He serves as sub-advisor to the EuroPacific Gold Fund (EPGFX). A graduate of the London ... more

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A Look At Loews: The Sum Of The Parts
Tuesday, September 10, 2019 3:04 PM EDT
Loews Corp., a conglomerate run by CEO James Tisch, has seen mostly positive operating results from its holdings, particularly its largest, CNA Insurance, whose new business lines are developing well.
In this article: CNA, DO, L
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E Gold Royalty Companies Are Attractive Despite High Valuations
Sunday, January 14, 2018 4:01 PM EDT
The royalty and streaming companies have a business model that offers far less risk than the mining companies while retaining much of the upside. Despite high valuations, they remain attractive investments.
In this article: FNV, WPM, RGLD, OR
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E These High Dividend Stocks Are Attractive Now
Saturday, January 6, 2018 3:47 PM EDT
Business Development Companies traditionally offer high dividends. Right now, two of the best in the sector are offering safe yields of between just over 7% and 9.6%, Others, with yields up to over 10%, can be added to a basket of these companies.
In this article: ARCC, GBDC, GLAD, MRCC
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Central Banks And Their Role In Financial Turmoil
Tuesday, November 29, 2016 3:29 PM EDT
What are the causes and the effects of the policies of central banks and regulation on the economy and markets?
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Two Resource Companies Advancing Toward Goals
Monday, October 10, 2016 10:05 PM EDT
Money manager Adrian Day discusses two companies in his portfolio that he says have had meaningful recent developments, both positive and negative, and that he deems good buys.
In this article: FCX, AAU
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If You Want To Own Only Two Gold Stocks, Buy These
Monday, September 12, 2016 2:30 PM EDT
Franco-Nevada Corp. is the bluest of blue-chip gold companies, an originator of the royalty model for the gold industry. Royalties, and their cousin streams, provide exposure to gold mining without the high costs and risks of mining.
In this article: FNV, MIDLF Also: ABX, AEM, GG, NEM, TCK, GLNCF
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Latest Comments
Buy When Others Are Selling, And Be Patient
5 years ago

That will be a future article. I did post the other day to buy Osisko. Will have others ahead.

In this article: GLD
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STOCKS I FOLLOW

ARCC Ares Capital Corporation
FCX Freeport-McMoran Copper & Gold Inc.
GAIN Gladstone Investment Corporation
GLAD Gladstone Capital Corporation
ITUB Itau Unibanco Holding S.A.
L Loews Corporation
LAND Landair Corp
NDVLY NEW WORLD DEV CO LTD

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Work Experience

Education

The London School of Economics and Political Science (LSE)
BA
1968 / 1971
British History

Publications

Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks
Adrian Day
Wiley
10/05/2010

How to analyze and understand investment opportunities in the resources market

Investing in resource markets is quite different from other sectors–extreme cyclicality; very long cycles; huge corrections; continual mergers and acquisitions; and, huge capital needs. Written by industry pioneer Adrian Day, Investing in Resources: How to Profit from the Outsized Potential and Avoid the Outsized Risks details the factors that affect investing in resource markets, and how, if an investor understands those factors, the resource market can be a great place to realize very strong gains.