“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”
-Mark Twain/The Big Short
I am Gjermund Groven and am the CIO of Dolpemyraa. I have been an investor in the stock markets since 2008, and an active stock picker since 2011. My background is that I have a Masters in Finance from NHH (Norwegian School of Economics).
Dolpemyrå AS was founded in 2018 by me and my twin brother. Since inception the investments we’ve made have returned 117% (as of 10. September 2021).
Background for Dolpemyraa
- The name of the portfolio has its origin from a typical small Norwegian farm. Not that impressive by first glance, but able to create great value over time.
- We are exclusively invested in the commodities space. The main focus has been in the uranium sector (50%) with the addition of gold and silver (40%) and other commodities like copper and tin.
- The commodity sector is very volatile. Without a very strong conviction in the thesis, you will be thrown off by the volatility.
- Our highest conviction trade has been uranium. We entered this sector in april 2019 and it has been our main focus.
If you want to talk about investments in uranium and commodities, feel free to contact me by e-mail.