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Lowell Resources Funds Management (formerly Contango Asset Management's resources business) manages the ASX-listed Lowell Resources Fund, specializing in investing across the global resources and mining sector, spanning major producers, developers and exploration companies. The fund applies specialist sector expertise to identify value across the commodity cycle, including exposure to gold, base metals, energy and battery/critical minerals companies. Lowell's team combines geological and technical resource-sector knowledge with financial analysis, seeking both producing companies and earlier-stage exploration and development opportunities with re-rating potential. The listed investment company structure gives retail investors diversified, professionally managed exposure to the volatile but potentially high-return resources sector.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.