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For Limited Partners
Select outlines, structures, and thought processes connected to SKGP’s thesis are shared here. Full investment memos, detailed plans, and strategic rationale are available upon request, along with the complete briefing.
Lpmeetings@skgppartners.com‍

Insight & Pre-Memo


Early stage Mineral Exposure Through Portfolio Construction
This strategy paper reframes exploration as a distinct, portfolio
structured asset class within institutional alternatives.
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‍It builds on the idea that mineral exposure particularly at the pre-yield stage can be priced, paced, and governed using the same principles allocators already apply in private equity, hedge funds, and early stage infrastructure, Restructuring format. This paper addresses that misclassification and offers a path to institutional integration.
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View Excerpt (PDF)
‍To request  engage around aligned opportunities
‍LPMeetings@skgppartners.com
September 2025 | Public Excerpt | Derisking, Not Discovery‍
This technical memo reframes early stage exploration in overlooked corridors as a structured, allocator aligned exposure. Where geological presence is already indicated, capital exclusion stems not from risk but from a lack of formal structure.
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This is a public excerpt from SKGP’s internal strategy series. The full LP thesis paper includes our capital architecture model, jurisdiction overlays, and structuring frameworks.
View Public Excerpt (PDF)
‍To request full access to LP Thesis paper or Engage around aligned opportunities.LPMeetings@skgppartners.com‍

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August 2025 Pre-Memo | Beyond Perceived Risk
Pre-memo builds on our July 2025 analysis, extending the allocator view from divergence into the frameworks required to unlock capital flows.
View the full pre-memo here (PDF)


July 2025 Market Overview Infrastructure Investment Divergence
in a Post COVID Environment
‍Initial analysis of market divergence across developed
and emerging economies.
View the full analysis here (PDF)