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Massif Capital's investment thesis on Alphamin Resources ($AFM.TO) — Q2 2026 | Buyside Digest

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$AFM.TONASDAQAlphamin Resources

NEUTRAL

Massif Capital—AFM.TO

Fund Letter

Q2 2026

Published August 6, 2026

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Massif Capital's Real Assets Strategy fell 5.16% net in Q2 2026, bringing YTD returns to 10.7%, with portfolio volatility doubling to 32.8% annualized versus 16.2% historical average. The manager attributes...

— William M. Thomson

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