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Freeport-McMoRan Inc. (FCX $41.46)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.53)
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Lundin Mining Corporation (LUN $15.10)
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Ero Copper Corp. (ERO $18.80)
Q: At present my only position in materials is a 2.5 % weight in FNV, and am looking at adding one position. I am considering one of these 4. I have heard that Lun had some issues in Chile and am a bit concerned that Teck.B might have a bit of a drag from coal being out of favour with ESG considerations;. Do you think these concerns are meaningful? In any event, of the 4, which one would you want to choose, and why? Thanks for your excellent service.