Thematic Investors: Why Institutional Investors Should Consider Uranium
When it comes to institutional investors exploring alternative energy sources uranium and nuclear energy present an intriguing opportunity. With the pressing need to address high global energy demands and combat climate change, this is an energy source that should not be underestimated. However, concerns still exist in terms of supply and demand as well as the geopolitical environment on the global stage.
In our highly anticipated second episode of the Thematic Investors podcast, host, Kieran Cavanna, engages in a captivating discussion on uranium investing with Daren Heitman, CFA, Managing Partner & Chief Investment Officer, and Chris Gillespie, Partner and Co-Portfolio Manager at Azarias Capital Management.
Daren and Chris discuss:
- is now the right time for institutional investors to take a serious look at uranium investing options.
- why haven’t we seen this commodity start to spike? When will contracting start to build true momentum?
- how is the industry leader, Cameco changing their approach to uranium production to be more responsible for longer-term investors.
- the risks associated with the United States’ dependence on Russia and Kazakhstan for nuclear fuel supply.
- the increasing acceptance of nuclear power as a viable solution for meeting climate change goals.
- the buildouts and extensions that the US, China, and Japan are planning versus a country like Germany who is looking to shut their plants completely.
- and more!
Connect with Kieran Cavanna:
To learn more about our host visit:
Connect with Azarias Captial Management:
About Daren Heitman:
Daren Heitman was most recently a Partner and Portfolio Manager at Philadelphia-based Cooke & Bieler (2005-2014), where he led the firm’s successful launch of its Small Cap Value strategy and co-managed over $4 billion in mid/large-cap equities for institutional clients. He was previously a Senior Analyst and Partner at Schneider Capital Management (2000-2005), where he conducted in-depth research and analysis, mainly on small-cap value stocks.
He began his investment management career in 1994 at Skyline Asset Management, a Chicago-based investment advisory firm specializing in small-cap value management, where he was engaged full-time in small-cap value fundamental research. Daren earned an MBA with Honors from the University of Chicago – Graduate School of Business. He is also a graduate of Iowa State University with a B.S. in Finance.
About Chris Gillespie:
Chris Gillespie joined Azarias Capital in March 2015. Chris was previously a Senior Analyst and Partner at Schneider Capital Management (1999-2015). While at Schneider, he conducted in-depth, fundamental research on small and mid-cap value companies across a broad range of sectors, including industrial, machinery, autos, food & beverage, metal & mining, commodities, and trucking.
Chris earned an MBA in Finance from Columbia Business School and graduated with Honors from Boston College with a B.S. in Economics.
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