How a Tiny Gold Fund and TV Treasure Hunter Got Out-Sized Return

  • Montreux took a 50% stake in Tanzania-based GRB Mining in 2015
  • Now it’s looking to buy Canadian juniors and de-list them
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A small Cayman Islands-based startup is using a former reality TV treasure hunter and a contrarian bet on gold to beat funds run by heavyweight firms such as Goldman Sachs and Pimco.

Montreux Capital Management’s $30 million natural resources fund has returned 146 percent in the past year, beating 99 percent of peers, according to data compiled by Bloomberg. By comparison, the $1.8 billion Goldman Sachs Structured Investments fund is up 33 percent while a commodity fund managed by Pacific Investment Management Co. has gained 22 percent.