Myrmikan Capital Management

Daniel Oliver is the founder and controlling principal, responsible for investment decisions. He is also the primary author of the firm's public commentary and investor letters.

The firm concentrates on long-only equity positions in precious metals producers, royalty companies, and resource equities. Its portfolio is typically concentrated in a small number of gold miners and royalty trusts.

Yes. The firm files quarterly Form 13F reports with the SEC, indicating it manages a separate managed account or pooled fund structure for external investors, not solely a personal family portfolio.

The firm's registered address is in Venice, Florida. No additional offices are publicly documented.

Myrmikan Capital Management is registered as an SEC-regulated investment adviser with public 13F filings, indicating it manages external capital. This structure differs from a private family office, which often avoids regulatory registration and public disclosure.

The firm focuses exclusively on precious metals and natural resource equities, with a particular emphasis on gold and silver mining companies. It does not invest in fixed income, technology, or diversified equities.

The firm relies on publicly available mining company research, geological data, and macroeconomic monetary analysis. Its conviction is often documented in publications and the firm's quarterly letters.