Daniel Dreyfus

Daniel Dreyfus is the founder and Chief Investment Officer of Bornite Capital, a fundamental global equity long/short hedge fund focused on cyclical equities and commodity-related sectors, which he established in January 2019. He has over 19 years of investing experience, including roles at Goldman Sachs in the Principal Strategies Group and Goldman Sachs Investment Partners, as well as at 3G Capital managing a commodities and industrials specialized fund. He is best known for his investment thesis on the largest capital spending cycle in modern history, driven by AI infrastructure buildout, energy transition, and critical minerals demand. He graduated from McGill University in 1998 with a Bachelor of Commerce.