Asking clinical expertise before investing in complex products is a must for Henrik Rhenman, who manages the $500 million fund.
Now, the managers of the Titan Opportunities Fund want to step up their bets by raising as much as $175 million.
At the heart of the issue is a phenomenon where a once-reliable strategy is destroyed when enough traders discover its potency.
Investors are looking beyond declines from rising rates and speculation of diminished demand for shortages that may propel the metal over the longer term.
With the cheapest stocks in major Asian markets, traders whipping around prices, and fewer institutional investors; the golden era is back, a manager says.