This content is from: Premium

Against the grain

Vermillion Asset Management’s Chris Nygaard and Drew Gilbert take an atypical approach to commodities

By Irwin Speizer    Chris Nygaard and Drew Gilbert: We are thinking about how supply and demand is going to evolve (Photographs by Brad Harris)It was a bitter spring for commodity investors as a surprisingly steep plunge in prices battered portfolios. The carnage was particularly brutal the first week in May, when

To continue reading, subscribe now to Premium Journalism. Already a subscriber? Login.

Related Content