Please share this article - Go to very top of page, right hand side, for social media buttons. Before pulling your money out, though, I would advise investors double-check what’s in the fund. During this period, we’ve managed to outperform many of our peers thanks to a substantial rotation into metals and minerals that will increasingly be needed in advanced technology, including lithium-ion batteries. Besides lithium, we like copper, nickel, cobalt and graphite, and we see great upside potential in companies that not only produce these minerals but also develop the technology behind the batteries. Further down, I’ll be sharing one of these companies with you and how it’s helped us outperform during the gold correction.