Goehring & Rozencwajg Associates, LLC is an investment management firm that specializes in natural resources and commodity markets. Founded in 2015 by Leigh Goehring and Adam Rozencwajg, the firm utilizes contrarian, fundamental research to uncover undervalued opportunities, particularly in times of depressed prices and negative investor sentiment.

The firm manages a portfolio of 50 to 70 positions, focusing on long-term investments with a targeted annual turnover of 20-25%. Their portfolio, valued at approximately $551 million, includes holdings in companies such as Range Resources Corporation and Nutrien Ltd. Goehring & Rozencwajg offers investment management and research services, leveraging over 46 years of combined experience to identify market inefficiencies and growth opportunities in commodities like natural gas and uranium. Their clients include institutional investors and high-net-worth individuals seeking exposure to natural resource markets through a research-driven investment strategy.