Industrials & Energy
CIMG has a long history of investing in companies that provide the energy and materials that are crucial for making the global economy function. Businesses in the materials, energy, and heavy industrials sector are constantly evolving, which gives us the opportunity to develop a differentiated view from the rest of the market.
Cheniere Energy is the leading producer of liquified natural gas in the United States. Cheniere is benefiting as developing economies increase their demand for energy alternatives to coal.
Cameco is a Canadian uranium miner with world-class uranium deposits that position them favorably on the cost production curve, allowing them to quickly ramp up production at more economic levels than competition.