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Podcast: Company Interviews
Episode: How To Grow Your Investment Portfolio During A Resource Sell Off
Description: Recording date: 18th March 2026Olive Resource Capital used the March 18, 2026 market selloff to add positions across their high-conviction portfolio, as resource sector equities declined 5-7% and gold fell below $5,000 for the first time in six months. President Samuel Pelaez and Executive Chair Derek Macpherson outlined their strategic response during their weekly investor update, emphasizing that current volatility represents a buying opportunity rather than a structural market breakdown.The firm had strategically raised cash to approximately 10% of portfolio value in January and February, anticipating seasonal weakness around the PDAC conference period. This liquidity position enabled opportunistic...