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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The position had the most negative impact on performance, costing the fund 2.66 percentage points due to sudden US steel tariffs. However, the Canadian...
— Scott Barbee
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Other investors who've written on Algoma Steel Group Inc.
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More institutional theses from Aegis Value Fund
Equinox Gold (EQX-CA), the Fund's top holding entering the year, gave back a portion of its 2025 gains as gold retreated from its January record high above $5,500/oz to close near
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