Doug Groh: What's Old Is New Again in Gold

Do old investment strategies apply to the new gold market? Doug Groh, a fund manager and senior research analyst with Tocqueville Asset Management in New York City, has been analyzing basic materials and gold equities for more than 25 years …. … Rio could take a majority position, dilute out Ivanhoe or perhaps Ivanhoe allows itself to become a minority investor in the project by selling its interest down. It would certainly seem that owning a majority stake or a large …

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