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Platinum Group Metals
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 19, 2026 |
Hosking Partners Steve Chambers
|
View | AI, Value, Japan, Platinum Group Metals | 000660.KS, 005930.KS, 055550.KS, AA, AAPL, BARC.L, C, FCX, HCC, IMPUY, MSFT, MU, SBSW, STX, SYF, TIGO | AI, contrarian, emerging markets, Japan, Mining, Platinum, technology, value |
| 2025 Q4 | Jan 16, 2026 |
Capicraft Investment Partners Drikus Combrinck
|
View | China, Gold, Emerging markets, Oil, Platinum Group Metals | - | China, commodities, emerging markets, Geopolitical, global, Multi-Asset, oil, Precious Metals |
| 2025 Q4 | Jan 30, 2026 |
Moerus Capital Management LLC Amit Wadhwaney
|
View | Value, Airlines, Platinum Group Metals, Turkey, Hong Kong | 1200.HK, CMW.AX, DC.TO, DOUG, EXOR.MI, JEF, JSE.L, LTM, NTCO3.SA, STAN.L, TARS, TSGYO.IS, VAL, VALT.L, WED.TO | Banking, contrarian, emerging markets, international, Mining, Recovery, value, volatility |