Discovery Assets – Niche Investments for Asymmetric Returns

Investment ideas, for all

We believe investors are interested in niche investments to enhance returns and diversify portfolios.

Our mission is to identify under-researched and potentially undervalued opportunities for you to consider.

At Discovery Assets you will find high-potential investment ideas researched and curated by us.

Our Current Investment Themes

Uranium

With a structural supply deficit Uranium is arguably one of the most asymmetric investment opportunities around in 2022.

Copper

Copper is expected to be one of the main beneficiaries in the coming energy transition to a world powered by electricity.

Carbon Credits

As the world moves towards net-zero there is a powerful case for the substantial repricing of this unique new commodity.

Hydrogen Economy

Research In Progress

Blockchain

Research In Progress

Metaverse

Research In Progress

Recent News

Indonesia and Japan: Indonesia introduces CCS/CCUS Regulation

On 3 March 2023, the Indonesian Ministry of Energy and Mineral Resources enacted the Regulation on the Implementation of CCS (Carbon Capture and Storage) and CCUS (Carbon Capture, Utilization and...

17 minutes ago

How to become a carbon neutral business in four steps

The road to becoming a carbon neutral organisation is complicated and not the same for every business. To help you understand the different stages of achieving carbon neutrality through offsetting...

34 minutes ago

GoviEx Uranium Sponsors Barefoot College International's Solar Project in N...

Vancouver, British Columbia--(Newsfile Corp. - June 6, 2023) - GoviEx Uranium Inc. (TSXV: GXU) (OTCQX: GVXXF) ("GoviEx" or the "Company") is proud ......

1 hour ago

Decarbonization ambitions ignite debate over mining, permitting - Source New Mex...

Despite federal investments, mining operations under development in Nevada, North Carolina, Minnesota and Arizona, among other locations, haven’t exactly been met with open arms....

1 hour ago

The Geopolitics of Nature | by Simon Zadek - Project Syndicate

Simon Zadek highlights the fatal flaw in green “solutions” like the EU’s new deforestation legislation....

1 hour ago

Our Research Process

We adopt a rigorous evidence-based process covering fundamental and macroeconomic trends.

We conduct ongoing review of themes to ensure they remain appropriate in the current market conditions.

Discovery Assets aims to research select investment ideas and how to access them. We are a small team of experienced investment professionals, committed to making specialist investment ideas accessible to small investors. Our membership service also provides performance tracking and ongoing review of investment themes.

Some of the best asymmetric investment opportunities around, researched and curated for you.

Important Disclaimer: The data and views provided on this website are for information or educational purposes only. The content is not intended to be a recommendation or solicitation of any kind to buy or sell any asset, instrument, or product, or to adopt any investment idea, strategy, or thesis. Any information provided does not take into account any individual’s knowledge and experience, personal financial circumstances, risk capacity and appetite, or investment aims and objectives. Any investment made or action taken on the basis of any information on this website is taken solely at the risk and responsibility of the investor. The value of your investments, and any income derived from them, may go down as well as up. You may not get back all the money that you invest. If in any doubt, you should seek independent advice from a qualified investment or financial adviser. Discovery Assets is not regulated by the Financial Conduct Authority, or any other regulatory body in another jurisdiction, and does not offer regulated services.