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Platinum
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 3, 2026 |
Steyn Capital FR Retail Hedge Fund André Steyn
|
View | China, Gold, Platinum | AEG.JO, ANG.JO, NHM.JO, NPN.JO, PRX.AS, TEN.HK, TGO.JO | China, emerging markets, Long/Short, Mining, Precious Metals, South Africa, value |
| 2025 Q4 | Feb 10, 2026 |
Kopernik Global All-Cap Fund David B. Iben
|
View | Gold, Value, Platinum, Rates | 015760.KS, 3690.HK, BHP, CMCSA, CNC, CVE.TO, GLEN.L, Gold, MOH, NAK, NG, PDN.AX, RGLD, RRC, SDF.DE, SEA.TO, SQM, TPK.L, TWE.AX, VALE | diversification, global, materials, Mining, Precious Metals, undervaluation, value |
| 2025 Q4 | Jan 18, 2026 |
Steyn Capital FR QI Hedge Fund André Steyn
|
View | Gold, Value, Platinum | AEG.JO, ANG.JO, NHM.JO, NPN.JO, PRX.JO, TEN.JO, TGO.JO | gold, Hedge Fund, Long/Short, Platinum, South Africa, value |