A man attaches a charging plug to a General Motors Co. (GM) Chevrolet 2017 Volt hybrid electric vehicle (EV) at a charging station in Jeju, South Korea.
SeongJoon Cho | Bloomberg | Getty Images
Soaring demand for electric vehicles has led to a bull run in battery metals and some exchange-traded funds are cashing in. The manager of an ETF that has an average annualized return of over 100% explains where he thinks the opportunities are looking ahead.