Vision & Strategy
Vision
Sun Valley Investments aims to achieve $1 billion in assets under management (AUM) in the medium term. Our vision is to expand our portfolio of mines and businesses through a strategic blend of organic growth and targeted acquisitions. By pursuing both avenues, we are committed to building a diverse, resilient portfolio that drives long-term value for our investors.
Strategy
To meet long-term demand, we believe the metals and mining sector requires focused investment capital from knowledgeable investors who understand the unique challenges of the industry.
Sun Valley’s investment strategy focuses on sustainable development projects and operations with growth potential, low cash costs of production, and the operational flexibility to mitigate commodity market volatility.
Our team leverages advanced skills in gold mining geology and mining engineering to identify and develop high-quality assets. With a deep understanding of geological formations and engineering principles, we can accurately assess resource potential and optimize extraction methods. This expertise allows us to enhance operational efficiency, reduce costs, and maximize value.
By integrating our advanced geological and engineering knowledge into our investment strategy, we aim to achieve superior risk-adjusted returns.
We focus on early-stage exploration, project de-risking, and scoping studies. Investments in this phase range from $1M to $25M, utilizing a variety of investment structures to provide funding across the capital spectrum.
Invests in development, pre-feasibility and onwards, and operating stage companies or assets Targets projects that are either near production or development-ready. These investments, ranging from $3M to $75M, are directed towards projects nearing production or construction.
Our production investments range from $5 million to $150 million and involve both offtake finance and equity investments. Through offtake finance, we provide upfront payments to partners requiring capital to expand mines, refinance obligations, complete acquisitions, or meet working capital needs. In exchange for the upfront payment, Sun Valley Investments (SVI) recovers its capital through a small discount to the London FIX or SPOT at the time of delivery of raw doré or concentrate. In addition, our equity investments enable us to partner with mining companies, providing strategic capital to drive growth and unlock long-term value.
In the downstream phase, we engage in bullion sales to final clients interested in investing in physical gold, provide government-guaranteed precious metals investment and storage programs, and deliver physical precious metals products and investment solutions to global markets.