Sector Expert: Robert Cohen

Dynamic Funds

Image: Robert Cohen

A mining and mineral process engineer by training, Robert Cohen is vice president and portfolio manager for GCIC. His experience in the mining industry is extensive and includes work as an engineer and a corporate development adviser for an international gold mining firm. Cohen completed his Bachelor of Applied Sciences in mining and mineral process engineering at the University of British Columbia in 1992. In 1998, he received his Master of Business Administration and, in 2003, Cohen received his CFA designation.



Recent Interviews

Survival Secrets from Colorado Resource Investing Front Lines (10/1/15)
Survival

Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland.

Robert Cohen's Three Drivers for the Gold Price in 2014 (3/31/14)

Like the rest of the market, Dynamic Funds is being choosy as it shifts cautiously from bullion to equities, in what Vice President and Portfolio Manager Robert Cohen describes as "baby steps." In this interview with The Gold Report, Cohen explains his method of analyzing miners and discusses companies that offer good prospects.

Miners Must Mind Their Margins: Rob Cohen (12/30/13)

Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen, lead portfolio manager with Dynamic Funds. In this interview with The Gold Report, Cohen declares that investors should seek out projects that will earn profits of 20–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot.

Recent Quotes

"Up-and-coming producers that are completing construction of their projects, such as AKG, represent good value."

The Gold Report Interview with Robert Cohen (10/1/15)
more >

"ROG is working on a high-grade underground project."

The Gold Report Interview with Robert Cohen (3/31/14)
more >

"We own G, which is a quality North American name."

The Gold Report Interview with Robert Cohen (3/31/14)
more >

"PRB has one of the better discoveries we've seen in Canada for a while."

The Gold Report Interview with Robert Cohen (3/31/14)
more >

"FVI is well managed and has a high-grade discovery in Mexico that will show up in near-term production."

The Gold Report Interview with Robert Cohen (3/31/14)
more >

"It's really hard to come up with a higher quality investment than THO's Escobal."

The Gold Report Interview with Robert Cohen (3/31/14)
more >

"ROG's Yaramoko underground gold project in Burkina Faso has extremely high grade at 11.5 g/t."

The Gold Report Interview with Robert Cohen (12/30/13)
more >

"THO's Escobal is one of the best new silver mines in the world and is one of our preferred methods of getting exposure to silver."

The Gold Report Interview with Robert Cohen (12/30/13)
more >



Due to permission requirements, not all quotes are shown.