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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.
Newmont and Northern Star rallied strongly despite only modest help from the underlying gold price. Bullion recovered from...
— John Whelan and Kevin Bertoli
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Other investors who've written on Newmont Corporation
More institutional theses from PM Capital Australian Companies Fund
Northern Star’s re-rating reflected a governance reset and corporate interest in the company. After constructive discussions...
Steelmaking coal miner Stanmore Resources was a positive contributor over the quarter. The industry is...
The largest detractor was Centuria Industrial REIT. The main driver...