Insights and Market Perspectives

Opportunity in Materials through increased electric vehicle usage

Author: John Kratochwil

April 2, 2018

The shift towards electric vehicle usage presents a variety of investment opportunities, with the Materials sector well positioned for increased demand. John Kratochwil shares his thoughts on this theme, as well as why copper and zinc offer many of the same portfolio diversification attributes found in gold.

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About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.

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Written by

John Kratochwil

Equity Analyst, Mining and Materials

AGF Investments Inc.

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