# Unearthing Alpha with a Metals Hedge Fund, with Matt Heap

Page: https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/unearthing-alpha-with-a-metals-hedge-fund-with-matt-heap
Text version: https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/unearthing-alpha-with-a-metals-hedge-fund-with-matt-heap.md
Podcast: [The HC Commodities Podcast](https://stenobird.com/podcast/the-hc-commodities-podcast-1242341)
Published: 2026-05-26T23:00:00+00:00
Episode link: https://www.hcgroup.global/
Audio file: https://dts.podtrac.com/redirect.mp3/cdn.simplecast.com/media/audio/transcoded/911da7df-97ee-4074-95b8-cb7db4fd953e/f16f4497-1462-46a1-9e27-57c332c5c121/episodes/audio/group/f7fb158a-70d3-4aa9-a5c8-5585e7a7a534/group-item/79d70520-a8d3-4858-a010-91c833410238/128_default_tc.mp3?aid=rss_feed&feed=QXaWSc4o
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Duration seconds: 3024

## Resource

Today we return to the subject of hedge funds in commodities, and metals and mining in particular. How have hedge funds evolved with respect to commodities? What do investors and allocators think about with respect to commodities exposure and the types of investments they want to make? How do hedge funds go about a lasting edge in the commodities sector? And then why commodities and why, in particular, metals and mining? Our guest is Matt Heap, founder and CIO of Forth Fund Management, a sector specialist hedge fund dedicated to metals and mining, launching in Switzerland. Matt has had a phenomenal career in metals trading, both in hedge funds at Orion Resource Partners, and then prior to that, at Louis Dreyfus, where he was global head of metals

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## Transcript

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