CQS Natural Resources Growth and Income PLC Investor Presentation Transcript

Dec 02, 2025 / 11:00AM GMT

Release Date Price: £3.09 (+1.48%)

Transcript

Keith Watson

CQS Natural Resources Growth and Income PLC - Co-Fund Manager

(audio in progress)

government policies and tariffs and sanctions are adding a top-down perspective, as I said, from a bottom up that lends itself to the valuations. Energy security is right in the thick of it in terms of geopolitics and the extent to which AI and other electrification trends. Are playing out and the regional differentials in the availability and cost of energy is something that lends itself to those that can arbitrage it, and shipping is still very much in that suite of investment opportunities and regional exposure.

We have a preference for regions in the west and east, but when we're unencumbered, typically the one thing that I would outline

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