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

Investors exit clean energy funds as higher interest rates bite

The biggest U.S. ETF tracking clean energy shares was on track for record annual outflows as a rapid rise in interest rates, surging raw materials costs and supply chain disruptions...

24 minutes ago

Kincora Copper : Third Quarter 2023 Financial Statements and Management Discus...

Third Quarter 2023 Financial Statements and Management's Discussion & Analysis Kincora Copper......

1 hour ago

COPX: Don't Underestimate Copper (NYSEARCA:COPX)

Copper's vital role in green energy, potential disruptions in supply, and the option of recycling are explored in this article. Click here to read....

1 hour ago

American Airlines will pay to bury 10,000 tons of CO2 underground

The airline is getting a surprisingly good deal for $100 per ton....

2 hours ago

Commodities in 2024: An Opportunity for Growth with PSPFX

Goldman Sachs says it’s time to go long commodities. Natural resources are poised to increase in value next year....

3 hours 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.