Extracting alternative alpha from global metals markets
Specialized.
Collaborative.
Disciplined.
About us
Drakewood is a specialized metals and mining alternative investment management firm founded in 2017. The firm takes a discretionary fundamental approach to trading and aims to capitalize on investment opportunities across liquid markets, including commodities, foreign exchange, equities, and private credit.
Drakewood’s leadership team has decades of experience in trading, investing, and operating roles across the metals value chain. With offices in London (HQ), New York, and Singapore, the team’s in-depth sector knowledge, global operations, and extensive network uniquely positions us to deliver for our stakeholders as trusted partners and proven investors.
Investing behind long term global trends
Our investment strategies capture opportunities driven by
long term global trends
Global Trade
The implications of tariffs on global trade flow has accelerated interest in natural resource security.
Supply Constraints
The slow pace of exploration combined with underinvestment in mine development has created an uneven supply-side response, with inventories critically low for some metals.
Energy Transition
There has been a seismic shift in the demand for metals critical to the energy transition.
Rigorous research. Tactical trading expertise.
Approach
Drakewood offers commingled and customized multi-asset solutions that provide investors with diversified exposure across the global metals and mining ecosystem.
The team’s deep industry relationships and in-depth knowledge of physical and derivative markets, mining, and downstream industry support robust fundamental research and risk management processes. We further expand our metals footprint with a direct lending program, and stakes in private real assets that capture margin in the global trade, increase market connectivity, and provide a source of differentiated information.
01
Prospect Fund
Seeks to exploit long-term metals trends through long and short exposure to base, ferrous, and precious metals via liquid futures and options.
02
Resource
Investments Fund
Metals and mining equity long/short strategy combining bottom-up analysis with a top-down commodity overlay.
03
Mine Finance
Credit Fund
Secured lending to junior and mid-cap mining entities with potential commodity offtake and equity-like upside.
Expertise across the metals value chain
LEADERSHIP
Our senior leadership team has an average of 25 years’ experience working in businesses across the metals value chain. We believe this contributes to our competitive advantage, which extends from deep industry relationships and a tenured track record investing across market cycles.
David Lilley
Director, CEO & Co-CIO of
Prospect Fund (London)
Greg Buechele
Director & Co-CIO of
Prospect Fund (New York)
John Wong
CIO of Resource
Investments Fund (London)
David Lilley
Director, CEO & Co-CIO of
Prospect Fund (London)
Greg Buechele
Director & Co-CIO of
Prospect Fund (New York)
John Wong
CIO of Resource
Investments Fund (London)
Get in touch.
Drakewood Capital Management Ltd.
16 Great Queen Street,
London, WC2B 5AH
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