Mercury.Investments Welcomes Jean-Marc Bonnefous to Advisory Committee
1.10.2025
Mercury.Investments, manager of the Nuclear Renaissance Investment Fund, is delighted to announce the appointment of Jean-Marc Bonnefous to its Advisory Committee. With more than 20 years of senior fund management experience, Mr. Bonnefous adds unmatched expertise in commodities, derivatives, and alternative investments.
Mr. Bonnefous is the Founder and Managing Partner of Tellurian Capital Management LLP, a London-based investment firm launched in 2006, specializing in commodity and digital asset strategies. Prior to this, he served as Global Head of Commodity Derivatives at BNP Paribas, where he oversaw one of the world’s leading commodity businesses, managing teams across energy, metals, and agricultural markets. In this role, he played a key part in developing structured derivatives for oil, natural gas, and base metals during the 1990s, while leading BNP Paribas’ global commodity derivatives platform across Europe, the U.S., and Asia.
Alongside his investment career, Mr. Bonnefous has been an Adjunct Professor of Finance at IE Business School in Madrid since 2014, teaching courses on financial innovation and commodity markets.
At Mercury.Investments, he will contribute to strategic decision-making in asset allocation, portfolio diversification, and global commodity outlooks. His proven ability to navigate global market cycles strengthens the fund’s positioning in uranium, precious metals, and industrial mining.
“Jean-Marc is a world-class commodities strategist whose insight into market dynamics and investor behavior is invaluable,” said Alexander Tatarchenko, Head of Global Macro & Quantitative Research at Mercury.Investments. “His addition ensures Mercury continues to operate at the highest institutional standards while capturing long-term opportunities in nuclear energy and strategic metals”
The Nuclear Renaissance Investment Fund focuses on mid- and long-term cycle opportunities in nuclear energy, uranium mining, and advanced nuclear technology, while maintaining strategic diversification across gold, silver, platinum, and copper.
The appointment of Jean-Marc Bonnefous further enhances Mercury’s Advisory Committee, which already includes leaders from Standard Uranium, Cameco, and Sprott-affiliated institutions — a team uniquely positioned to guide investors through the ongoing nuclear and metals renaissance.
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