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Euro Pacific Asset Management, LLC
Peter Schiff · Asset Manager · Value
Euro Pacific Asset Management, LLC is an investment advisory firm founded in 2009 by Peter Schiff, specializing in international diversification and capital preservation. Headquartered in Dorado, Puerto Rico, the firm provides actively managed investment products designed to protect clients from U.S. dollar volatility and domestic economic imbalances. The institution manages a suite of mutual funds and separately managed accounts that prioritize international equities, commodities, and precious metals. With a history rooted in its founder’s Austrian economic outlook and his accurate identification of the 2008 financial crisis, the firm remains focused on identifying markets and currencies with sound fiscal foundations and growth potential outside of the United States.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.9% |
| YTD return | +10.6% |
| Sharpe ratio | 3.25 |
| Win rate | 43% |
| AUM | $0.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://europacificfunds.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AEM | Agnico Eagle Mines Limited | 16.0% | +14.0% |
| BTI | British American Tobacco p.l.c. | 11.0% | +6.8% |
| NEM | Newmont Goldcorp Corp | 10.4% | +39.6% |
| RGLD | Royal Gold Inc | 8.0% | +17.4% |
| NVO | Novo Nordisk A/S | 5.4% | -17.4% |
| AU | AngloGold Ashanti plc | 5.1% | +18.4% |
| SHEL | Shell PLC ADR | 4.8% | +28.3% |
| EQNR | Equinor ASA ADR | 4.3% | +58.1% |
| BP | BP PLC ADR | 4.0% | +24.9% |
| DC | Dakota Gold Corp. | 3.9% | +13.1% |
| TTE | TotalEnergies SE ADR | 3.8% | -0.3% |
| EVVTY | Evolution Gaming Group AB ADR | 3.1% | 0.0% |
| ABEV | Ambev SA ADR | 2.9% | +23.0% |
| ACN | Accenture plc | 2.7% | +8.7% |
| GSK | GlaxoSmithKline PLC ADR | 2.7% | +7.0% |
| KCDMY | Kimberly-Clark de Mexico | 2.6% | -0.0% |
| VALE | Vale SA ADR | 2.6% | -10.8% |
| VOD | Vodafone Group PLC ADR | 2.4% | +14.5% |
| DASTY | Dassault Systemes SA | 2.3% | 0.0% |
| TLK | Telkom Indonesia (Persero) Tbk PT ADR Rep 100 B | 2.2% | -3.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | SELL | EQNR | 4.2% → 4.3% |
| Aug 3, 2026 | SELL | AU | 5.4% → 5.1% |
| Aug 3, 2026 | SELL | BP | 3.9% → 4.0% |
| Aug 3, 2026 | SELL | PM | 2.2% → 0.0% |
| Aug 3, 2026 | SELL | DC | 4.0% → 3.9% |
Investment Style Analysis
Euro Pacific Asset Management, LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Gold and Oil & Gas Integrated sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Euro Pacific Asset Management, LLC made a significant move by reducing the position in EQNR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is based on the belief that long-term wealth is created through savings and productivity growth rather than debt-fueled consumption. The institution employs a top-down macroeconomic analysis to identify countries and currencies with positive fundamentals, combined with a disciplined bottom-up security selection process. This approach seeks to identify undervalued international companies with high-quality franchises, strong balance sheets, and sustainable dividend yields. A central tenet of their strategy is hedging against the depreciation of the U.S. dollar by maintaining significant exposure to non-U.S. dollar-denominated assets and tangible resources like gold mining stocks, which are viewed as essential for preserving purchasing power in an inflationary environment.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Euro Pacific Asset Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Euro Pacific Asset Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Euro Pacific Asset Management, LLC's largest holding?
As of the latest filing, Euro Pacific Asset Management, LLC's top position is Agnico Eagle Mines Limited (AEM), representing 16.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Euro Pacific Asset Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.9% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.25, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Euro Pacific Asset Management, LLC primarily invest in?
Euro Pacific Asset Management, LLC has a strong preference for the Gold sector, which makes up 43.4% of their disclosed assets. The portfolio also has exposure to Oil & Gas Integrated, indicating a specific thematic focus.
Is Euro Pacific Asset Management, LLC's portfolio concentrated or diversified?
Euro Pacific Asset Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Euro Pacific Asset Management, LLC performed in 2026?
Our AI-simulated model portfolio for Euro Pacific Asset Management, LLC tracks a Year-to-Date (YTD) return of +10.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter Schiff manage Euro Pacific Asset Management, LLC directly?
Yes, Peter Schiff serves as the key portfolio manager for Euro Pacific Asset Management, LLC, overseeing the investment strategy and final capital allocation decisions.