From Hinde Capital: Long term silver fundamentals imply a substantial re-rating of silver will happen, but this was first highlighted at the beginning of the decade and as yet remains highly undervalued. When such assets are so undervalued one has to maintain a core allocation. However as Fund managers, we also have to look for prudent times to increase (or even reduce) such holdings. We look for inflection points on nearer term horizons to adjust allocations higher. Right now we believe is that time.
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