Long-Horizon Investment Platform
Patient Capital.
Decisive Execution.
A long-horizon investment platform focused on high-conviction opportunities across real assets, resource development, and strategic special situations.
Disciplined · Concentrated · Long-Term Aligned
Long-Horizon Mandate
Selective Deployment
Direct-Network Access
Approach
Fundamentals mispriced.
Time as the advantage.
We prioritize aligned management teams, strategic assets, and clear catalysts — without compromising on downside protection.
Conviction
Concentrated positions and deep research. We back fewer ideas, with more weight, and more work behind each thesis.
Structure
Terms matter. Protection matters. We design entry and exit before we deploy a dollar.
Access
Proprietary relationships, off-market flow, and a direct line to operators in the sectors we cover.
Focus
Where we deploy
Four mandates. One discipline. We move where the structural setup and the operator both clear our bar.
01
Resource & Development Capital
Financing operators advancing real-asset projects from discovery through production. Equity, royalty, and structured exposure to the metals and minerals underwriting the next monetary cycle.
02
Special Situations
Mispricings created by complexity, transition, or distress. We bring patient capital and operating context to situations where the work is non-linear.
03
Royalty & Cash-Flowing Assets
Long-duration income streams in commodities, infrastructure, and intellectual property. We structure for protection in down cycles and participation in up cycles.
04
Strategic Partnerships
Active operator partnerships — capital, board context, and a direct line to a network of policy, commodity, and capital-markets relationships.
Team
Capital markets.
Operating context.
Long-term mandate.
Alexander Deluce
Co-Founder and Managing Partner
Founder of Gold Telegraph. A decade building one of the largest independent voices on sound money, monetary policy, and resource capital. Direct relationships across central-bank policy, mining leadership, and capital markets.
Jon Deluce, CPA, CA
Co-Founder and Managing Partner
CEO and Director of Abitibi Metals (CSE:AMQ). Over a decade in mineral exploration and capital markets. Former Manager at Ernst & Young serving senior gold producers; executive experience negotiating option and joint-venture partnerships with Kirkland Lake Gold and Barrick. Raised over $50 million in the last two years.
Direct Network Includes
Policymakers, central-bank advisors, mining leadership, capital-markets veterans, and a global community of sound-money allies.