Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Ninepoint Partners remains constructive heading into 2026, driven by a powerful intersection of AI-related capex, electrification demand, and commodity tailwinds. Active management is emphasized to navigate persistent inflation risks, tariff volatility, and central bank policy shifts, with selective positioning in Canadian energy, gold, and maturing digital asset infrastructure.
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Ninepoint Partners remains constructive heading into 2026, driven by a powerful intersection of AI-related capex, electrification demand, and commodity tailwinds. Active management is emphasized to navigate persistent inflation risks, tariff volatility, and central bank policy shifts, with selective positioning in Canadian energy, gold, and maturing digital asset infrastructure.
