Bornite Capital

Extracted Attributes

• Founded

  2019-01

• Founder

  Daniel A. Dreyfus

• Industry

  Investment Management

• Headquarters

  4 World Trade Center, 150 Greenwich Street, Suite 2975, New York, NY 10007, United States

• Incorporation Date

  2019-09-17

• Investment Strategy

  Fundamental, global equity long/short fund focusing on cyclical equities and commodity-related sectors

• Assets Under Management (AUM)

  $923,719,332 (as of April 2023)

Timeline

• Daniel A. Dreyfus establishes Bornite Capital Management LP. (Source: undefined)

  2019-01-01

• Bornite Capital Management LP is officially incorporated. (Source: undefined)

  2019-09-17

• Bornite Capital reports managing assets totaling $923,719,332 in its Form ADV filing. (Source: undefined)

  2023-04-01

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Web Search Results

• Bornite Capital Management LP

  about values contact about values contact Our mission is to be a premier investment management firm that delivers superior risk-adjusted returns while adhering to the highest ethical standards and offering the greatest opportunities to the industry’s next generation as we grow. ### About the Firm Bornite Capital is a fundamental, global equity long / short fund with a flexible mandate that has a core focus in cyclical equities specifically in commodity related sectors. Bornite combines a long-term investment approach with active management coupled with flexible portfolio construction to maximize returns and minimize the risk of permanent capital loss. [...] The firm seeks to capitalize on large scale market disruption and change resulting from the industrial technology transition to a net-zero carbon environment and the increased need for commodities to electrify the global economy. ### Values Act ethically and transparently Integrity Remain open to different points of view Flexibility Pursue excellence in process and thought Excellence Mentor and develop team members Mentorship ### Contact Us Bornite Capital Management LP 4 World Trade Center 150 Greenwich Street New York, NY 10007 IR@bornitecapital.com Log Into the Bornite Capital Client Portal Log Into Charles Schwab

• Daniel A. Dreyfus - Bornite Capital - 2026 13F Holdings, Performance, and AUM - Insider Monkey

  ### Daniel A. Dreyfus Bio, Returns, AUM, Net Worth Bornite Capital operates as a fundamental, global equity long/short fund with a flexible mandate, primarily focusing on cyclical equities, especially in commodity-related sectors. By blending a long-term investment approach with active management and flexible portfolio construction, Bornite aims to optimize returns while mitigating the risk of permanent capital loss. The firm strategically targets opportunities arising from significant market disruption and transitions, such as the industrial technology shift toward a net-zero carbon environment and the growing demand for commodities to power the global economy's electrification. [...] Daniel A. Dreyfus serves as the Owner of Bornite Capital Management LP, which he established in January 2019. With over 19 years of investment experience, he possesses a diverse skill set, including fundamentally driven long/short strategies, capital structure arbitrage, distressed investing, merger arbitrage, and broader portfolio management. In 2013, Mr. Dreyfus joined 3G Capital to manage a commodities and industrials specialized equity and credit hedge fund. Prior to this role, he was part of the Goldman Sachs Principal Strategies Group within the Equities Division, where he focused on North American business investments, starting in 2000. [...] Bornite Capital Management manages assets totaling $923,719,332 for its clientele, as per the latest Form ADV from April 2023. In their most recent 13F filing for Q4 2023, they disclosed holdings of $427,381,194 in managed 13F securities, showcasing a strategic focus on their investment selections. The firm has a top 10 holdings concentration of 82.09%. Their largest holding is in Cenovus Energy Inc., with a substantial 3,025,100 shares held. Daniel A. Dreyfus Fund Profile Filing Period: | | | --- | | Fund Name: | Bornite Capital | | Manager | Daniel A. Dreyfus | | Portfolio Value | $594,771,966 | | Change This QTR | +0.58% | Top 13F Holdings Download Holdings | Login to See All Holdings | Sign up Filing Period: Last updated on based on SEC 13F filings Last update:

• [PDF] – Disclaimer - Bornite Capital Management LP

  a Fund, including US federal, state, local and non-US tax consequences. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR A GUARANTEE OF FUTURE RETURNS. The performance of any portfolio investments discussed in this document is not necessarily indicative of the performance of any other of Bornite’s portfolio investments or any future performance, and you should not assume that investments in the future will be profitable or will equal the performance of past portfolio investments. Investors should consider the content of this document in conjunction with the investment fund reports, financial statements and other disclosures regarding the valuations and performance of the specific investments discussed herein. DO NOT RELY ON ANY OPINIONS, PREDICTIONS, PROJECTIONS OR FORWARD-LOOKING [...] service, including any limited partnership or comparable limited liability equity interests in any fund, managed account or other similar investment vehicle or product sponsored by Bornite (each, a “Fund”). Any such offer or solicitation may only be made pursuant to such Fund’s final confidential private placement memorandum and/or the related subscription documents, which will be furnished to qualified investors on a confidential basis at their request for their consideration in connection with such offering. The information contained in this document is superseded by, and is qualified in its entirety by, such offering materials. This document may contain proprietary, trade-secret, confidential and commercially sensitive information. U.S. federal securities laws prohibit you and your [...] of the current or future performance of Bornite’s portfolio investments. AN INVESTMENT IN A FUND ENTAILS A HIGH DEGREE OF RISK, INCLUDING THE RISK OF LOSS. There is no assurance that a Fund’s investment objective will be achieved or that investors will receive a return on their capital. Investors must read and understand all the risks described in a Fund’s final confidential private placement memorandum and/or the related subscription documents before making a commitment. The recipient also must consult its own legal, accounting and tax advisors as to the legal, business, tax and related matters concerning the information contained in this document to make an independent determination and consequences of a potential investment in a Fund, including US federal, state, local and non-US tax

• Bornite Capital - Equity Long/Short Hedge Fund

  # Bornite Capital Equity Long/Short Hedge Fund Investment Management • N/A • 899 followers • 2-10 employees ## Overview N/A ### Website N/A ### Crunchbase N/A ### LinkedIn N/A ### Industry Investment Management ### Company Size 2-10 employees 7 associated members (LinkedIn members who've listed Bornite Capital as their current workplace on their profile) ### Founded N/A ### Funding Last Round Date: N/A Last Round Type: N/A Total Rounds: N/A Last Round Raised: N/A ### Investors N/A ### Specialties N/A ## Locations ### Get Directions ## Employees Matt Frame (N/A): Dave Phelan (N/A): Daniel Dreyfus (N/A):

• Bornite Capital Management LP - Company Profile and News - Bloomberg Markets

  Skip To Content Quick Links Stocks Currencies Commodities Rates & Bonds Sectors Watchlist Recently Viewed Companies SPACE EXPLORAT-A 160.95 +25.95 APPLE INC 291.13 -4.50 BLUE FILM PRODUCTIONS SAS Private Company ORACLE CORP 184.13 +0.03 TESLA INC 406.43 +7.28 NVIDIA CORP 205.19 +0.32 # Bornite Capital Management LP ## SECTOR -- ## INDUSTRY -- ## SUB-INDUSTRY -- ## INCORPORATED 09/17/2019 ## ADDRESS 4 WORLD TRADE CTR SUITE 2975 NEW YORK, NY 10007 United States ## WEBSITE -- ## NO. OF EMPLOYEES -- ## Executives Name/Title Matthew Frame Partner ### Most Popular SPCX:US SPACE EXPLORAT-A 160.95 USD +25.95+19.22% AAPL:US APPLE INC 291.13 USD -4.50-1.52% 4645969Z:FP BLUE FILM PRODUCTIONS SAS Private Company ORCL:US ORACLE CORP 184.13