In May 2018, Huarui SmartLink completed an investment in Toronto, Canada Lithium Resources and Metals Futures Portfolio through a Commodity Cycle Strategy transaction, with committed capital of CAD 420M. The asset is currently valued at CAD 690M Strategy NAV (2025), and has become one of the firm's key tracked opportunities within its global multi-asset allocation framework.

Ahead of the EV boom, a rising price floor in lithium and nickel created linked opportunities across mining equities and metals futures. Based on its assessment of industry trends, valuation levels, and market liquidity, the team continues to deepen research coverage and post-investment monitoring around this opportunity.

The strategy took profits multiple times during the commodity upcycle from 2021 to 2024 and materially reduced exposure, with only hedging and tactical trading positions retained. In parallel, the investment also focuses on issuers with better environmental mining practices, community engagement, and recycling capabilities across critical materials. This remains consistent with Huarui SmartLink's investment approach centered on long-term thinking, balanced risk-adjusted returns, and sustainable value creation.