Ian Watson and his business partner, Jim Slater (the author of the influential 1992 book on growth-stock investment, The Zulu Principle), certainly think so. The two completed the liquidation of their metals company, Galahad Gold, in November, and have set up a new fund, Agrifirma Brazil, to invest in farmland in Brazil.
Galahad Gold was set up five years ago when metals were out of favour. Gold was at $275 an ounce and copper at 63 cents an ounce.
Access intelligence that drives action
To unlock this research, enter your email to log in or enquire about access
