FEG Investment
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Mining for Alpha: Featuring Kinterra Capital

Join Cheryl Brandon and Kamal Toor of Kinterra Capital as they explore growing demand for critical minerals, reveal key strategies for investing and navigating geopolitical factors.

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Cheryl Brandon and Kamal Toor, the founders and managing partners of Kinterra Capital. They discuss the transformative impact of AI on the mining industry and the critical role of essential minerals like copper, nickel, magnetite, and manganese in today’s and tomorrow’s economy. Cheryl and Kamal share their insights on using private equity strategies to access development stage projects, the importance of “friendshoring” to secure critical supply chains, and their commitment to strong environmental practices. Throughout the episode, they offer valuable perspectives on navigating geopolitical factors, mitigating risks, and the essential yet sometimes underappreciated role of specific minerals in the ongoing expansion of clean energy.

Tune in for an insightful discussion packed with expert insights on industry trends, managing risk, and the future of critical minerals in the AI-driven economy.

 

Key Takeaways:

  • AI is exponentially growing in demand for critical minerals due to the ever-increasing need for data centers and battery energy storage systems.
  • Kinterra Capital focuses on essential minerals like copper, nickel, magnetite, and manganese, which are vital for economic modernization.
  • Kinterra's private equity strategy seeks to unlock value by targeting development stage projects in stable jurisdictions while leveraging both technical expertise and investment experience.
  • Friendshoring and repatriating processing infrastructure are crucial to reduce reliance on China, secure supply chains and reduce risk.




Episode Chapters
0:00 Podcast Introduction
1:10 Introduction to Kinterra Capital
2:30 Critical Minerals and the Firm's Focus
3:27  Global Mining Trends and Private Equity
5:24 AI and Data Centers: Demand Drivers
6:37 Battery Energy Storage Systems
7:17 Mining Strategy in Private Equity vs. Public Markets
11:17 Kinterra's Investment Strategy and Value Creation
18:38 The Mining Sector's Dynamics and Outputs
21:58 Considerations and Risks in the Mining Market
28:42 Assessing Potential Impacts from a China Slowdown
32:46 Is Mining an ESG Strategy?
38:49 Recommended Resources to Learn More About Mining
41:01 Fun Facts and Stories

 

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.