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Gold Miners
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 |
Fairlight Alpha Fund Andrew Martin
|
View | AI, Value, Gold Miners | ALLOG.PA, MMY.TO, SHEL.DE, SRB.L | AI, commodities, Gold Miners, small caps, technology, value |
| 2025 Q4 | Jan 30, 2026 |
Hirschmann Capital Brian Hirschmann
|
View | Gold, Inflation, Gold Miners, Credit Stress | - | Bearish, Crisis, Default, gold, inflation, Mining, sovereign debt, Valuations |
| 2025 Q4 | Jan 5, 2026 |
Atrium Research Ben Pirie
|
View | Water, Copper, Gold Miners, Lithium, Silver Miners, Junior Miners | ARG.TO, BQE.TO, CAPT.TO, CUU.TO, DNG.TO, DRX.TO, EDG.TO, FCLI.TO, FRG.TO, GIGA.TO, LVG.TO, MSA.TO, MTT.TO, NFLD.TO, NKG.TO, OGO.TO, REG.TO, RIO.TO, SCZ.TO, SPA.TO | Canada, commodities, Copper, Exploration, gold, Mining, Silver, Small-cap |
| 2025 Q4 | Feb 3, 2026 |
Van Der Mandele Arar Fund Joost van der Mandele
|
View | Semiconductors, Gaming, Gold Miners | 000660.KS, BFIT.AS, GRVY, IMB.L, JXN, ONEW, STLA, XLY.TO | Cannabis, gaming, Gold Miners, semiconductors, tariffs, Trump, value |
| 2025 Q4 | Jan 15, 2026 |
Myrmikan Research Daniel Oliver
|
View | Gold, Inflation, Oil, Dollar, Silver, Gold Miners | MSTR | commodities, Dollar, Geopolitical, gold, inflation, Mining, monetary policy |
| 2025 Q4 | Feb 17, 2026 |
Aegis Value Fund Scott L. Barbee
|
View | Gold, Oil, Natural Gas, Dollar, Data Centers, Gold Miners | ARREF, ARX.TO, ASTL.TO, ATH.TO, BOCH, CVE.TO, CYL.AX, EFX.TO, EQX.TO, HNRG, IFP.TO, IPCO.TO, KMR.L, MEG.TO, NGS, ORE.TO, PD.TO, VET.TO | commodities, Dollar, energy, gold, Mining, Precious Metals, small cap, value |
| 2025 Q4 | Jan 23, 2026 |
Equity Management Associates Lawrence W. Lepard
|
View | Crypto, Gold, Inflation, Silver, Gold Miners, Silver Miners | - | Bitcoin, Federal Reserve, gold, inflation, Mining, monetary policy, Silver, Sound Money |