Mangena Capital’s insights are not market commentary. They are considered perspectives on the structural forces that shape long-term investment opportunities in natural resources, energy, and real asset markets, the sectors the firm knows best.
Table of Contents Few cities in the world have undergone as rapid or as complete a transformation in their investment significance as Dubai. Within the
Table of Contents Long-term thinking is one of the most frequently invoked and most frequently violated principles in private investment. Every investment firm describes itself
Table of Contents Not every resource investment opportunity arrives neatly packaged with a strong asset, a clear development pathway, an experienced operator, and a straightforward
Table of Contents The Western Hemisphere hosts some of the world’s most productive and most diverse mineral and energy geology. From the massive porphyry copper
Table of Contents The investment case for Africa has been made and remade many times over. It has been made by development economists, by multilateral
Table of Contents Resource investment involves many moving parts: geological assessment, technical feasibility, regulatory approvals, capital structure design, operating partner selection but one element sits
