Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
Silver
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 15, 2026 |
ROCKLINC Partners Fund Jonathan Wellum
|
View | Uranium, Gold, Value, Precious Metals, Silver, ETFs | AAPL, ACA, AEM.TO, AMZN, APG, BIP.TO, BN.TO, BUR.L, CCO.TO, CSL, DHR, FNV.TO, GROY, KNSL, KPG.AX, MELI, MKL, NOW, OR.V, PLD, RGLD, ROP, RPRX, SII.TO, TSU.TO, WPM.TO | active management, Canada, ETFs, gold, Precious Metals, Silver, uranium, value |
| 2025 Q4 | Feb 6, 2026 |
Bailard International Equity Strategy Eric Leve
|
View | AI, Gold, Data Centers, Silver, Defense Spending | ASML, AZN.L, ROG.SW | AI, defense, EAFE, Geopolitical, gold, international, Korea, Utilities |
| 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 | Jan 15, 2026 |
MacNicol & Associates Asset Management David MacNicol
|
View | AI, Gold, Silver, Trade Policy | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | AI, Canada, Currency, Federal Reserve, Precious Metals, real assets, Trade Policy, volatility |
| 2025 Q4 | Mar 13, 2026 |
Goehring & Rozencwajg Associates, LLC Leigh Goehring
|
View | Uranium, Commodities, Gold, Oil, Natural Gas, Silver, Copper, Coal | CCJ, COPX, GDX, GOOGL, META, NEE, SIL, TSLA, VST, XBM, XLE, XOP | Coal, commodities, Copper, gold, Natural Gas, oil, Silver, uranium |
| 2025 Q4 | Jan 9, 2026 |
Moneta Group Investment Advisors, LLC Aoifinn Devitt
|
View | Gold, Diversification, Small Caps, Infrastructure, Silver | 000660.KS, 005930.KS | diversification, Fed policy, fixed income, geopolitics, infrastructure, international, Precious Metals, small caps |
| 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 |
| 2025 Q4 | Jan 14, 2026 |
Sarmaya Thematic Wasif Latif
|
View | Commodities, Gold, Inflation, Silver, Copper, Trade Policy | - | commodities, Geopolitical, gold, inflation, Mining, Silver, Tangibles, Trade Policy |
| 2025 Q4 | Jan 22, 2026 |
Ameliora Wealth Management Andreas Gilgen
|
View | AI, Gold, Energy Transition, Silver, Copper | EUFN, GDX, GRID, SHLD | AI, commodities, Energy Transition, Geopolitical, Global Markets, Precious Metals, technology |
| 2025 Q4 | Jan 12, 2026 |
TEAM Asset Management Craig Farley
|
View | AI, China, Gold, Rates, Silver | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | AI, Central Banks, China, commodities, gold, rates, Silver, technology |
| 2025 Q4 | Jan 30, 2026 |
Alpine Capital Steinman de Bruyn
|
View | AI, Rates, Emerging markets, Energy Transition, Data Centers, Silver, Copper | - | AI, commodities, Copper, emerging markets, Federal Reserve, infrastructure, Silver, technology |
| 2025 Q4 | Jan 11, 2026 |
Saturna Sustainable Funds (SEEFX, SEBFX) Will Jones
|
View | AI, Gold, Dollar, Silver | GOOGL | AI, Dollar, Fed, gold, international, Silver, tariffs, technology |
| 2025 Q3 | Oct 16, 2025 |
Equity Management Associates Lawrence W. Lepard
|
View | Gold, Bitcoin, Silver | AUMB CN | Hard assets, inflation, Mining stocks, Monetary reset, Precious Metals |
| 2025 Q3 | Oct 24, 2025 |
Macro Ops Brandon Beylo
|
View | AI, Crypto, Silver, Mining | BCM CN, BTBT, CAN, CORZ, DMET CN, KUYA CN, NEWP, SIL AU, SILJ, WGMI | Bitcoin, crypto, inflation, Miners, Silver |