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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.
McElvaine Value Fund returned 7.3% in the first half of 2026 and approximately 11% year-to-date, underperforming Canadian indices but improving through summer. The manager emphasizes...
— Tim McElvaine
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Other investors who've written on PrairieSky Royalty Ltd.
PSK,TO declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends.
PSK,TO declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends. PrairieSky is a...
Real Assets were the strongest performing capital pool for the year. This was primarily...