Developing a strategic supply of commodities to futureproof our economy
Alpha Future Funds invests selectively in projects which are key to developing strategic supply of commodities key to the transitioning economy. Investing in mineral exploration is investing in the backbone of the economy of the future.
Copper, gold and zinc.
Corporate / project buyouts, earn-in agreements, growth equity, distressed assets.
We look to be the first institutional capital into a project or for an opportunity to leverage technical mining expertise and our portfolio of innovative tech investments to advance project phase.
Global mandate focusing on jurisdictions which are supportive to exploration and development.
Over 200 copper projects are currently in development, many of which are struggling to advance.
Limited access to debt and public funding creates space to lead, de-risk, and enhance returns.
Junior companies at historically low valuations, creating a favourable entry point for investment.
Copper’s demand is projected to grow due to its essential role in electrification, renewable energy, and other technological advancements.
Copper is critical for national infrastructure, making it a geopolitically important metal.
Capital in copper development is constrained and exploration and development (brownfield and greenfield) is at historic lows.
Large copper mines are increasingly difficult to find and develop, leading to a long-term supply deficit.
Due to size, global scale, physical & paper markets, arbitrage around location, time, quality, particularly in concentrates.
