"Recently I attended the BMO Metals Mining and Critical Minerals Conference and I wanted to share with you on what I saw there, why we go to these conferences and how we're thinking.  The reason we go to these conferences is to meet the companies that we own, who may be presenting there. Sometimes this is a good way to find new businesses that we hadn't looked at before. In this instance, one of the other reasons we're going there is because of the importance of metals and critical minerals and mining in general in the energy transition."

In this Off the Cuff video, Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist, shares what it will take for the economy to transition from fossil fuel to more renewable energy-based resources, and where the team see potential investment opportunities.

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