69. A Diabolical Mechanism
26 Jun 23
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
101. Golden Opportunities in the Commodity Markets
14 Sep 25
Commodity Intelligence
James Burdass
James Burdass
Managing Partner & former CI Chairman
James has been closely involved with Commodity Intelligence for many years, having known his predecessor for over 13 years and serving as Chairman of the firm since 2021. In 2024, James assumed full ownership of the business. This deliberate transition ensures continuity: their proprietary AI software remains fully intact, and the principles that define their work are unchanged. James’s career spans more than 25 years in commodities research, including 14 years on the buy side. He previously worked at Fidelity Institutional Asset Management, Morgan Stanley’s Private Client unit, and Mitsubishi UFJ Trust, where he covered the GPIF mandate — one of the world’s largest investment pools. This background underpins the independence and conviction behind the views you read each day.