Sector Expert: Adrian Day

Adrian Day Asset Management

Image: Adrian Day

Adrian Day, London born and a graduate of the London School of Economics, heads the eponymous money management firm Adrian Day Asset Management, where he manages discretionary accounts in both global and resource areas. Day is also sub-adviser to the EuroPacific Gold Fund (EPGFX). His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."

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Companies Commented On

  • Almaden Minerals Ltd.
  • Almadex Minerals Ltd.
  • Altius Minerals Corp.
  • American Capital Ltd.
  • Ares Capital Corp.
  • Cartier Resources Inc.
  • Franco-Nevada Corp.
  • Freeport-McMoRan Inc.
  • Gladstone Capital Corp.
  • Goldcorp Inc.
  • Hutchison Port Holdings Trust
  • Lara Exploration Ltd.
  • Midland Exploration Inc.
  • Nestle SA
  • Nevsun Resources Ltd.
  • Osisko Gold Royalties Ltd.
  • Reservoir Capital Corp.
  • Reservoir Minerals Inc.
  • Royal Gold Inc.
  • Silver Wheaton Corp.
  • Sunridge Gold Corp.
  • Yamana Gold Inc.


Recent Interviews

Central Banks and Their Role in Financial Turmoil (11/29/16)
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Investment advisor Adrian Day comments on the causes and effects of the policies of central banks and regulation on the economy and markets, which were topics of conversation at the recent Cato Monetary Conference. 

A Sell on a Long-Time Holding (11/29/16)

Investment advisor Adrian Day discusses his decision to sell shares of American Capital prior to its merger with Ares Capital.

What Does Trump Mean for Investments? (11/23/16)
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The market reaction to Trump's election victory—stocks and the dollar up, gold down—was the opposite of what had been widely foreseen. Money manager Adrian Day takes a look into what happened and why, and discusses the outlook going forward.

Recent Quotes

"FNV was able to take advantage of other companies' distress and get large, attractive, long-life royalties."

The Gold Report Interview with Adrian Day (11/30/15)
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"G is an example of a company continuing to advance and position for upside."

The Gold Report Interview with Adrian Day (11/30/15)
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"MD has added at least four new partnerships in the last 12 months."

The Gold Report Interview with Adrian Day (11/30/15)
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"PVG is advancing the Valley of the Kings project."

The Gold Report Interview with Adrian Day (11/30/15)
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"SLW is making smart deals right now."

The Gold Report Interview with Adrian Day (11/30/15)
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"SGC will distribute cash from the sale of its Eritrea gold-copper mines."

— Adrian Day, Global Analyst (11/14/15)
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"If you only own one gold company, make it FNV."

— Adrian Day, Global Analyst (11/14/15)
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"FNV is the leading gold royalty company."

— Adrian Day, Global Analyst (8/16/15)
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"At this price, G is a good buy."

— Adrian Day, Global Analyst (7/20/15)
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"BAR is an obvious buyout candidate."

The Gold Report Interview with Adrian Day (7/2/15)
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"MD is extremely well funded for a small company."

The Gold Report Interview with Adrian Day (7/2/15)
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"PVG is a very good buy right now."

The Gold Report Interview with Adrian Day (7/2/15)
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"R's CEO Diane Garrett has raised the financing for Haile without any gold hedging, which is impressive."

The Gold Report Interview with Adrian Day (7/2/15)
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"FNV has a great balance sheet, strong cash flow and a diversified asset base."

The Gold Report Interview with Adrian Day (7/2/15)
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"G has shown a strong growth profile."

The Gold Report Interview with Adrian Day (7/2/15)
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"MD continues to execute good deals."

— Adrian Day, Global Analyst (3/25/15)
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"G remains a good buy."

— Adrian Day, Global Analyst (1/27/15)
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"At least $3.3M is budgeted for MD drilling in 2015, all from partners."

— Adrian Day, Global Analyst (1/27/15)
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"AMM is advancing Ixtaca, acquiring land rights and obtaining permits."

— Adrian Day, Global Analyst (1/27/15)
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"The combined company of VGQ and Osisko is a new royalty powerhouse."

— Adrian Day, Global Analyst (1/27/15)
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"We like G's management, balance sheet, political profile and growth outlook."

— Adrian Day, Global Analyst (1/14/15)
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"SLW's extension of its streaming agreement with Barrick is a positive."

— Adrian Day, Global Analyst (1/8/15)
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"Stocks such as AMM could benefit from the January Effect."

The Gold Report Interview with Adrian Day (1/7/15)
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"VGZ could be a beneficiary of the January Effect."

The Gold Report Interview with Adrian Day (1/7/15)
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"SGC's market cap is $32M, a fraction of the NPV of its shares."

— Adrian Day, Adrian Day Asset Management (12/6/14)
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