Sector Expert: Samuel Pelaez
Samuel Pelaez is chief investment officer and portfolio manager with Galileo Global Equity Advisors. Prior to that he was an investment analyst at U.S. Global Investors, a boutique U.S.-based investment management firm. Pelaez graduated from the Schulich School of Business with Distinction in 2012. He also holds a Masters in Finance degree from The University of Cambridge. He is a CFA charter holder and member of the Toronto CFA Society.
Companies Commented On
- Alcoa Inc.
- Arizona Mining Inc.
- Canfor Corp.
- CITIC Metal Co. Ltd.
- Franco-Nevada Corp.
- Freeport-McMoRan Inc.
- Glencore International Plc
- Ivanhoe Mines Ltd.
- OZ Minerals Ltd.
- Peyto Exploration and Development Corp.
- Royal Gold Inc.
- Sandfire Resources NL
- Sandstorm Gold Ltd.
- South32 Ltd.
- Teck Resources Ltd.
- Wheaton Precious Metals Corp.
In a period of economic uncertainty exacerbated by threats of a trade war, Samuel Pelaez, chief investment officer and portfolio manager with Galileo Global Equity Advisors, delves beyond the headlines to discuss the factors that are influencing gold, oil and other commodities, and why he believes we are on the cusp of a once-in-a-lifetime opportunity in commodities.
With oil and gas prices not easy to predict, Samuel Pelaez, chief investment officer and portfolio manager of Galileo Funds, explains the algorithms that track "quantamentals," and discusses several companies that he expects to outperform.
Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance? (1/26/16)
There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended.
"BKX has been able to squeeze more oil out of every well in this play than anybody ever predicted."
The Energy Report Interview with Samuel Pelaez