Sector Expert: Robert Mullin
Mr. Mullin co-founded Real Assets Equity Income Funds, LLC (RAEIF) in 2010, and presently serves as the co-portfolio manager of RAEIF. He was also the founder and manager of Marathon Resource Investments LLC, which managed natural resource-focused investment partnerships from 1997 through 2012. In addition to managing the Marathon Funds, Mr. Mullin worked with Aesop Capital Partners/The Cypress Funds from 2000 through 2003, where he provided resource-focused investment recommendations to the Aesop/Cypress team. Prior to founding Marathon, from 1996 to 1998, Mr. Mullin was a portfolio manager for Gryphon Capital Management, LLC. From 1993 to 1996, Mr. Mullin was an analyst with the Franklin/Templeton Group, covering the energy, consumer products and cable industries. In addition, Mr. Mullin was Co-Manager of the Franklin Natural Resource Fund from its inception in June 1995 until his departure in November 1996. Mr. Mullin received his B.A. in Economics from the University of Colorado at Boulder in 1991.
Gold bars? ETFs? Junior miners? Royalty streams? Majors with dividends? How is an investor to determine the best way to leverage the upside of a beaten up metals market? The Gold Report hosted a standing-room-only fund manager panel at the Silver Summit in San Francisco featuring insights from three very different points of view. Axel Merk, president and CIO of Merk Investments, focuses on gold and currency investing. Robert Mullin is co-founder of Real Assets Equity Income Funds and focuses largely on producing mining companies. Greg Orrell is the president and portfolio manager of the OCM Gold Fund and invests across all sectors of the precious metals industry, including junior producers and exploration and development companies. All three see unique opportunities right now for creating a portfolio that captures a renewed focus from mining executives on shareholder interests.
"A company like THO will be able to take advantage of the carnage out there."
The Gold Report Interview with Robert Mullin