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Avenue Investment Management's investment thesis on Toromont Industries ($TIH.TO) — Q2 2026 | Buyside Digest

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$TIH.TONASDAQToromont Industries

NEUTRAL

Avenue Investment Management—TIH.TO

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$198.36USD

-0.0% vs last month

$210.87Pitched

-5.9% since pitch

Market Cap$18.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Avenue Investment Management's Q2 2026 letter focuses on two major themes driving markets: the AI capital cycle and government fiscal spending, both of which the manager characterizes as approaching unsustainable levels. The manager expresses...

— Bryden Teich

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Pitched Mar 31, 2026

Toromont was the largest relative contributor, returning approximately +17.6% in Q1.

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