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Investment Insights. Stay Ahead.

The Oregon Group

Thinking About the Macro,
so you can Invest in the Micro

Climate change,
disruptive technologies,
geopolitics…

The world is at an inflection point, the scale of which no one could have imagined 30 years ago. It is period of great risk but also great opportunity.

As an investor, it is all too easy to become buried under a mountain of stock tips and buy recs. But the right macro analysis can help you to find the right investments and reach your summit.

Just take a look around the room you are sitting in: just about everything you see is, at its most basic level, either mined or grown. Energy, minerals, food – investing in natural resources means investing in our world. And how about emissions? Funding climate fighting projects is a generational opportunity but it’s also an investment minefield. These are a just a few of the areas that we are focused on.

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Anthony Milewski — founder, The Oregon Group

Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial statements. 

Anthony realized early on that a truly rewarding career needed to include following his passions. But how to do this? As a Fulbright scholar, he spent time in the former Soviet Union and saw firsthand the changes brought about by the privatization of vast swaths of the regional economies. He also noted the great potential in building companies on the back of these changes and, for a time, was employed by Renaissance Capital in Moscow, Russia, working with entrepreneurs and natural resource companies. Upon graduating from the University of Washington, with a MA in international studies and a JD in law, he took a job at New York based Skadden, Arps where he became immersed in commodity transactions. Anthony would later transition from Skadden to Firebird Management in New York where he worked in the Global Macro funds.

Anthony’s time at Firebird had a profound impact on his investment style. He realized that you can “get a call right” but the “timing wrong”. Investing, as much as anything, is about understanding the themes and ideas that shape our world, environment, and capital markets. It was this realization that helped to shape his views on identifying themes, thinking about liquidity, and ultimately making successful investment decisions. No one ever lost money selling for a gain! After leaving Firebird he went on to work with other major funds as a c-level executive specializing in global origination and investment processes. This time cemented his views on risk mitigation and liquidity.

After years in the asset management business, Anthony realized it was time to strike out on his own. Along with his business partner, Justin Cochrane, he founded and took public several companies. To date, he has helped raise over a billion dollars for listed companies on various exchanges around the globe. In a sense, this was Act Two of his career. 

All told, Anthony has served as a founder, advisor, director, executive and investor. He now pursues investment ideas that make money and make the world a better place. That might mean investing in nickel as key ingredient in batteries, carbon as a way of saving forests, copper for the electrification of things, artificial intelligence to help reduce the impact of farming on our environment — the list goes on.

The Oregon Archive

The team has been sharing their thoughts and predictions in interviews and corporate blogs extensively over the years. You can read a our past articles, podcasts and videos in our archive.

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Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

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