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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Jemekk Hedge Fund | 5.5% | 15.8% | AC.TO, AEM, AMZN, ATD.TO, BTG, CRM, EFN.TO, FFH.TO, FNV, GDXJ, GS, MEG.TO, SSL.TO, V, WMT, ZZZ.TO | Canada, financials, gold, Hedging, materials, rates, Resilience | The Gold and Silver theme has begun to play out after years of unsuccessful positioning. A weaker USD, inflationary fears, flow of funds, and rising demand from both Central Banks and retail have pushed prices to all-time highs, significantly rewarding participants. | View | |
| 2023 Q3 | Sep 30, 2023 | Alluvium Global Fund | - | - | 005930.KS, AEM, CPRI, DKS, GOOGL, HCA, HRB, LBRDK, LNR.TO, LUV, LYB, MCK, MU, NST.AX, ROG.SW, RRL.AX, RYA.L, THO, UMG.AS, WBA | Concentration, global, Gold Miners, healthcare, retail, value | The fund maintains a value-oriented approach, buying companies trading below their intrinsic valuations. The managers discuss specific valuation assessments for holdings like Capri, HCA Healthcare, and Dick's Sporting, making buy/sell decisions based on price versus value considerations. | View | |
| 2025 Q2 | Aug 7, 2025 | Alluvium Global Fund | - | - | 005930.KS, AEM, AN, BABA, CHTR, CPRI, DKS, FL, GOOGL, GPI, HCA, LBRDK, LNR.TO, LYB, MA, MCK, RHI, RYAAY, THO, V | Airlines, Auto Dealers, Market Exuberance, Plastics, tariffs, value | The fund focuses on solid businesses generating reliable cash flows trading at cheap to fair value multiples, contrasting with the broader market's focus on growth and speculative investments. Most fund holdings trade at forward P/E multiples between 10-18 times versus S&P 500 at 23 times and Nasdaq at 30.5 times. | BABA LYB RHI LBRDA THO GPI AN LNR CN DKS |
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| 2025 Q2 | Jul 9, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | 8035.T, AEM, AIR.PA, ARGX, AZN, BAESY, CFRUY, CRH, EONGY, LVMUY, MHVYF, MUFG, NRI, NVO, PUBGY, SAF.PA, SMEGF, TCEHY, TKOMY, TSCDY, TSM | AI, defense, energy, Europe, growth, international, Japan | NATO members pledged to increase defense spending to 5% of GDP, with Germany, France and the U.K. committing to raise defense outlays as the U.S. pulls back from its lead military role. Companies tied to increasing defense spending in Europe and Japan were among the Strategy's leading contributors including Mitsubishi Heavy Industries, Safran, Airbus, and BAE Systems. | MC FP AEM CN EOAN GR TSCO LN 7011 JP |
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| 2025 Q2 | Jul 29, 2025 | Fidelity Freedom 2045 Fund | 10.4% | 9.9% | AEM, CRH, CSU.TO, FNV, Gold, NVDA, PSTG, TSM | asset allocation, Bonds, diversification, equities, retirement, Target-Date | Semiconductor companies were significant contributors to performance, with overweight positions in Nvidia and Astera Labs adding relative value. Taiwan Semiconductor Manufacturing was highlighted as a major contributor within international growth holdings. | View | |
| 2025 Q2 | Jul 29, 2025 | Tall Oak Capital Advisors | - | - | AEM, ANET, CCO, EDV, EHC, GEV, GOOGL, LRCX, MELI, META, MS, MSFT, NVDA, PANW, RBLX, RELX.L, SAP, STN.TO, VST, WFC | AI, healthcare, longevity, Market Volatility, Quality, technology, Trade Policy | Aging population driving structural demand for healthcare technology, surgical innovation, and rehabilitation services. Focus on companies with clear demand, strong margins, and innovative leadership across the care continuum from surgical innovation to recovery infrastructure. | EHC ISRG EHC ISRG |
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| 2025 Q2 | Jul 27, 2025 | Diamond Hill International | 11.7% | 16.1% | 8604.T, AEM, BABA, BEI.TO, BYG.L, FNV, HDB, HIK.L, ICLR, ITSA4.SA, KRN.DE, QURE, S68.SI, SDZ, TSM, WISE.L, WMMVY | AI, Asia, Buybacks, China, international, Intrinsic Value, Japan, value | Chinese equities rallied on growing confidence that domestic producers are becoming less reliant on foreign suppliers in artificial intelligence. TSMC benefited from strong demand for advanced manufacturing tied to AI and high-performance computing. Alibaba is increasingly viewed as a leader in China's AI landscape. | KRN.DE WMMVY HDB TSM BABA QURE HAL IN |
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| 2025 Q2 | Jul 27, 2025 | Fidelity Freedom 2055 Fund | - | - | AEM, CRH, CSU.TO, FNV, Gold, NVDA, PSTG, TSM | asset allocation, emerging markets, equities, global, retirement, Target-Date | Target-date funds are long-term strategies designed to help keep participants on track toward their retirement goals through different market environments. Strategic asset allocation decisions are focused on providing age-appropriate asset allocation throughout participants' changing time horizons. The fund follows a glide path that becomes increasingly conservative as the target date approaches. | View | |
| 2023 Q2 | Jun 30, 2023 | Alluvium Global Fund | - | - | 005930.KS, AEM, BABA, CPRI, DKS, GOOGL, HCA, HRB, LBRDK, LNR.TO, LUV, LYB, MCK, MU, NST.AX, RRL.AX, RYA.L, THO, UMG.AS, WBA | AI, Airlines, Concentration, global, gold, healthcare, value | European airline consolidation accelerating post-pandemic with weaker carriers collapsing while efficient operators like Ryanair gain market share. Ryanair ordered 300 new Boeing aircraft for delivery 2027-2033, targeting 300m passengers annually by 2034 with improved cost advantages from newer, more efficient planes. | RYA.L |
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| 2024 Q1 | May 30, 2024 | Bramshill Income Performance Fund | - | - | AEM, ARCC, ARLP, BP, BXSL, C, EIX, ENB, EPD, ET, Gold, KNTK, NEP, OCSL, PAA, SCHW, SD, SRE, TSLX, VNOM | BDC, energy, fixed income, gold, inflation, Preferreds, Stagflation | The firm expects continued above-trend inflation due to fiscal dominance, with federal spending at 6% of GDP overwhelming monetary policy effects. They anticipate commodity inflation driven by geopolitical risks and de-dollarization trends affecting oil pricing. | View | |
| 2025 Q1 | May 20, 2025 | Tall Oak Capital Advisors | - | - | AEM, AMZN, AR, COST, EHC, EQIX, GOOGL, JPM, LLY, LRCX, MA, MELI, META, MRK, MS, MSFT, NVDA, PANW, REL.L, VRSK | Canada, Deglobalization, diversification, downside protection, global, Resilience, tariffs, Trade Policy | The first quarter marked a pivotal moment in global trade dynamics with the announcement of Liberation Day tariffs in early April, raising effective U.S. tariff rates to levels not seen in nearly a century. This signals a structural regime shift toward economic nationalism, strategic industrial policy, and deglobalization that will create more regionalized supply chains and persistent inflationary pressures. | MELI |
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| 2024 Q1 | Apr 25, 2024 | ROCKLINC Partners Fund | 3.8% | 12.2% | AAPL, ADSK, AEM, ALS.TO, AMZN, APG, BEPC, BIP, BN, CCO.TO, DHR, FNV, GROY, MEG.TO, OR.TO, RGLD, ROP, SSL.TO, TSU.TO, WPM | Automation, Canada, energy, gold, infrastructure, oil, Precious Metals, value | Gold jumped 7.6% during the quarter and 23.5% over the past twelve months, finishing at a new high of $2,220.37. The manager believes long-term trends for precious metals are to the upside and continues building positions in this sector through royalty companies and leading miners. | APG |
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| 2026 Q1 | Apr 17, 2026 | Titan Wealth | - | - | ACN, ADBE, AEM, AMD, BKR, CCJ, GLEN.L, LLY, MELI, META, MOS, MSFT, ORCL, PAAS, PLTR, RELX.L, RWE.DE, UL, XOM | AI, energy, geopolitics, infrastructure, Iran, Multi-Manager, Regional | RWE.DE |
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| 2025 Q1 | Mar 31, 2025 | Rewey Asset Management | -7.0% | -7.0% | AEM, BA, DCO, PDCO, RTX, WDOFF, ZYXI | aerospace, defense, gold, small caps, SMID, tariffs, Trade Policy, value | Trump's tariffs represent the dominant market theme in Q1 2025, creating uncertainty about negative economic impacts. The manager views tariffs as Trump's method to reduce budget deficit and spur domestic production, but believes Trump will ultimately seek deals rather than maintain high tariff levels. | DCO ZYXI AEM |
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| 2025 Q1 | Mar 31, 2025 | Barometer Capital Management | - | - | AAPL, AEM, ATRL.TO, AVGO, CPX.TO, CRWD, ERJ, GDX, GDXJ, GOOGL, HWM, K, KMI, MDA.TO, PHYS, TMX.TO, TPZ.TO, V, WPM, XGD.TO | Cash, Defensive, gold, inflation, Precious Metals, technology, Trade Policy, volatility | Gold and precious metals assumed leadership during Q1 2025 as investors sought safe-haven assets amid rising inflation concerns and economic uncertainty. Multiple gold positions including Agnico Eagle Mines, Wheaton Precious Metals, Kinross Gold, and Sprott Physical Gold Trust contributed significantly to portfolio performance as gold prices reached record highs. | TMX HWM ERJ AEM |
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| 2025 Q4 | Feb 20, 2026 | Tall Oak Capital Advisors | 0.0% | 0.0% | AAPL, AEM, ANET, AVGO, BABA, CCJ, CNQ.TO, EDV, EQT, GEV, GOOGL, MELI, MRK, MS, MSFT, NRG, PAAS, PANW, PH, SHOP.TO | AI, Automation, Critical Minerals, diversification, Energy Transition, Industrial Policy, Supply Chain, technology | Industrial automation has become a strategic necessity rather than a cost optimization tool in a multipolar world. FANUC exemplifies this trend as a global leader in factory robots and CNC systems that support re-shoring and friend-shoring while maintaining productivity. The company's technology underpins manufacturing across automotive, electronics, semiconductors, and precision machinery with systems that remain in place for decades. Materials have re-emerged as strategically important rather than purely cyclical as supply chains are re-engineered and infrastructure investment accelerates. Holdings like Pan American Silver and Southern Copper provide exposure to precious metals and copper demand driven by electrification, grid expansion, electric vehicles, and data-centre infrastructure. Supply growth remains constrained by long development timelines while demand continues rising. AI-related stocks remained a key market driver with companies most directly tied to AI infrastructure and monetization delivering the strongest results. The Magnificent Seven continued to dominate markets, accounting for roughly half of the S&P 500's total return. Capital investment remained elevated with spending concentrated in data centres, semiconductors, energy infrastructure, and automation. Governments and corporations are prioritizing re-shoring and friend-shoring, placing greater emphasis on supply-chain resilience across technology, manufacturing, energy infrastructure, and critical minerals. Rather than reversing globalization, supply chains are being re-engineered around strategic alignment and political reliability. This shift is influencing how and where capital is deployed globally. The transition toward renewable energy and electrification continues to drive investment in grid expansion, energy storage, and power infrastructure. Holdings like GE Vernova benefit from rising power and infrastructure demands tied to AI and electrification. Energy has become a strategic asset to fuel the growth of AI and support industrial competitiveness through low, stable energy costs. | View | |
| 2025 Q3 | Nov 17, 2025 | Tall Oak Capital Advisors | - | - | AAPL, AEM, ANET, BABA, CCO.TO, EDV, EQT, GEV, GOOGL, LRCX, MELI, META, MS, MSFT, NRG, NVDA, PANW, SAP, SCCO, VST | AI, Canada, energy, gold, inflation, Robotics, semiconductors, technology | AI enthusiasm continued to fuel gains in semiconductors and cloud infrastructure stocks. The humanoid robotics space is evolving rapidly as one of the most promising frontiers in AI and automation. Morgan Stanley projects the humanoid robot market could exceed US$5 trillion in annual revenue by 2050, with the inflection point arriving by the mid-2030s. | TW META MSFT GS JPM NVDA ASML NA BABA US |
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| 2025 Q3 | Oct 9, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | 0700.HK, 1211.HK, 3064.T, 8035.T, ADYEN.AS, AEM, ALC, ARGX, ARM, BBVA, BVI.PA, CLS.TO, CPG.L, DOL.TO, DTE.DE, HDB, HSBA.L, KBC.BR, KOF, L.TO, LSEG.L, MELI, NVO, NVZMY, PRY.MI, REL.L, SAN, SAP, SFTBY, SIK.SW, SONY, SPOT, STMN.SW, TRI.TO, UCB.BR, VNA.DE | AI, banks, Biotechnology, China, Europe, growth, international, value | European biotechs Argenx and UCB delivered solid contributions with robust sales growth and positive clinical trial results. Argenx benefited from strong Vyvgart autoimmune treatment sales and renewed pipeline confidence. UCB rose on strong uptake of recently launched treatments Bimzelx and Rystiggo, plus positive Phase 3 seizure disorder trials. | CLS CN UCB BB |
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| 2025 Q3 | Oct 24, 2025 | Fidelity Freedom 2055 Fund | 7.0% | 19.2% | AEM, CRH, CSU.TO, FNV, Gold, NVDA, PSTG, TSM | asset allocation, Bonds, diversification, equities, global, retirement, Target-Date | Semiconductor companies were significant contributors to performance, with overweight positions in Nvidia and Astera Labs adding relative value. Taiwan Semiconductor Manufacturing was highlighted as a key contributor within the materials sector. | View | |
| 2025 Q3 | Oct 24, 2025 | Diamond Hill International | 6.5% | 23.6% | 8604.T, AEM, BABA, BEI.TO, BYG.L, FNV, HDB, HIK.L, ICLR, ITSA4.SA, KRN.DE, QURE, S68.SI, SDZ, TSM, WISE.L, WMMVY | AI, Buybacks, China, gold, international, Intrinsic Value, Japan, value | Chinese equities rallied on growing confidence that domestic producers are becoming less reliant on foreign suppliers in artificial intelligence. TSMC benefited from strong demand for advanced manufacturing tied to AI and high-performance computing. Alibaba is increasingly viewed as a leader in China's AI landscape with continued investment in AI and cloud. | HIK FRAN TSM |
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| 2025 Q3 | Oct 21, 2025 | Fidelity Freedom 2045 Fund | 7.0% | 19.4% | AEM, CRH, CSU.TO, FNV, Gold, NVDA, PSTG, TSM | asset allocation, Bonds, diversification, equities, retirement, Target-Date | Semiconductor companies were significant contributors to performance, with overweight positions in Nvidia and Astera Labs adding relative value. Taiwan Semiconductor Manufacturing was highlighted as a key contributor within the materials sector positioning. | View | |
| 2023 Q3 | Oct 17, 2023 | ROCKLINC Partners Fund | 3.8% | 12.2% | AAPL, ADSK, AEM, ALS.TO, AMT, AMZN, BEPC, BIP, DHR, FNV, MEG.TO, ROP, SSL.TO, SU.TO, TSU.TO, WPM | Canada, energy, gold, infrastructure, interest rates, Specialty Insurance, value | Manager maintains large positions in precious metals royalty companies including Franco-Nevada, Gold Royalty Corp., Osisko Royalties, Royal Gold, Sandstorm Gold, Wheaton Precious Metals and Agnico Eagle Mines. These companies are trading at substantial discounts to intrinsic value and are positioned to benefit from global turmoil and overindulgent governments. | TSU.TO |
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| 2025 Q3 | Oct 16, 2025 | Equity Management Associates | 48.9% | - | AEM, AU, AUMBF, MSTR, NEM | Bitcoin, debasement, gold, inflation, Mining, Monetary, Silver, sovereign debt | Gold prices have increased relentlessly to over $4,200 per ounce, driven by sovereign debt crisis and monetary debasement. The manager believes gold is still deeply undervalued with potential to reach $8,000-$30,000 per ounce based on historical monetary base coverage ratios and global fiat currency backing calculations. | ASM CN AUMBF |
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| 2022 Q4 | Jan 7, 2024 | Old West Capital Management | 6.9% | 15.9% | AEM, Gold, MAI CN, NG, SA, WDO CN | - | View | ||
| 2025 Q4 | Jan 6, 2026 | Ghosh Capital | -13.3% | 12.6% | AEM, APH, AVGO, CWAN, GOOGL, HOOD, MSFT, MU, NVDA, RHM.DE, SII, WIX | Concentration, Leverage, Options, risk management, SaaS, technology, value | Manager learned hard lessons about position sizing and concentration risk after Kneat position at 30% of portfolio caused significant drawdown. Establishing strict rules around maximum position sizing regardless of conviction level. Used long-dated deep in-the-money options for leverage on Wix and Clearwater Analytics positions but found the inherent leverage made it difficult to hold positions through volatility. Planning to use options more sparingly going forward. Kneat remains largest holding despite poor Q2/Q3 results with net new ARR below expectations due to macro headwinds and deal delays. Company ended 2025 with highest number of new strategic customer wins in history, setting up for growth in 2026-2027. | WIX KSI CN |
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| 2024 Q4 | Jan 30, 2025 | Old West Capital Management | -2.5% | 13.1% | AEM, AFMJF, Gold, JOE, NGXXF, VIRT, WLDBF | Copper, Entertainment, gold, Media, Metals, Mining, value | Portfolio has large exposure to metals and mining with strong fundamental outlook and low valuation. Supply of many metals is insufficient to meet future demand, and prices are too low to incentivize new development. Prices must rise to levels that make development projects economical. | WLDBF |
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| 2025 Q4 | Jan 18, 2026 | Titan Wealth | - | - | ADBE, AEM, AMD, AU, BKR, CAT, COIN, DIS, GLEN.L, GOOGL, IBKR, LLY, LMT, MELI, MOS, MU, NFLX, ORCL, PHG, RELX, SE | AI, commodities, defense, emerging markets, Geopolitical, global, infrastructure, technology | AI is described as not just a sector theme but a foundation for broad economic transformation that will reshape how businesses operate, products are developed, and services are delivered. The technological momentum is reflected in market behavior with strong equity gains driven by optimism about ongoing earnings growth and innovation-driven expansion. Semiconductor companies benefited from AI spending throughout 2025, with specific mentions of AMD benefiting from OpenAI's compute and chip commitments, and Micron Technology providing exposure to high-bandwidth memory as a bottleneck in chip development. Defense positioning includes exposure to missiles, air defense and space through companies like Lockheed Martin, supported by large order backlogs providing strong long-term visibility amid heightened geopolitical tensions. Gold exposure through miners like AngloGold Ashanti and Agnico Eagle Mines contributed meaningfully to returns as stronger precious metal prices translated into higher cash generation for miners, with positioning for sustained tensions around currency debasement. Energy transition themes are reflected through infrastructure investments and companies positioned for the global push toward renewable energy, including exposure to energy services and LNG infrastructure where long-term dynamics look positive. Cryptocurrency exposure through Coinbase reflects positioning for financial deregulation and disintermediation, with stablecoins expected to become a preferred transfer mechanism following regulatory developments like the GENIUS Act passage. | View | |
| 2025 Q4 | Jan 18, 2026 | Distillate Capital International | 0.0% | 41.5% | 005930.KS, 066570.KS, 1024.HK, 2319.HK, 2618.HK, 267270.KS, 601600.SS, 6594.T, 9618.HK, AEM, AUTO.L, BATS.L, CX, FMX, GIB.TO, MC.PA, RHHBY, RIO.AX | cash flow, fundamentals, international, Quality, valuation, value | U.S. equities are historically expensive by any measure and at a valuation level that has typically been associated with much more subdued future returns. The S&P 500 is near record multiples and trading at concerningly rich valuations primarily due to a short list of very large and expensive stocks. International stocks look very appealing even after significant outperformance in 2025. International stocks significantly outperformed their domestic counterparts in 2025, and the less expensive portions of the market did particularly well. International companies offer an important counterbalance to the richness of the broader U.S. market when selectively chosen and are beneficial from a diversification perspective. The strategy systematically filters out highly levered or fundamentally less stable companies and focuses on cash flow stability and low indebtedness thresholds. Quality metrics include fundamental stability scores and leverage ratios that differentiate the portfolio from broader market benchmarks. | View | |
| 2024 Q4 | Jan 17, 2025 | ROCKLINC Partners Fund | 4.7% | 17.4% | AAPL, ADSK, AEM, AMZN, BN, BRK-B, BUR.L, CCO, DHR, FNV, GROY, MEG.TO, MKL, OR.TO, RGLD, ROP, SAND, SE, TSU.TO, WPM | Canada, gold, inflation, insurance, Precious Metals, Quality, royalties, value | Gold finished up 27% over the past twelve months, continuing to power ahead despite the strong USD, indicating all fiat currencies are losing ground to hard assets. Many precious metals mining companies and royalty businesses are undervalued relative to the price of gold and silver, trading at discounts to intrinsic value. | MKL |
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| 2024 Q2 | Aug 28, 2024 | Goehring & Rozencwajg Associates, LLC | 0.0% | 0.0% | AEM, FCX, GDX, Gold, NEM, SCCO, SIL, XLE, XOP | Agriculture, commodities, Copper, energy, gold, Natural Gas, oil, uranium | Commodities are as undervalued relative to equities as they have ever been, with the commodity-to-Dow ratio at extreme lows. All signs point to the early stages of a prolonged commodity bull market likely stretching into the 2030s. The cost of being early in commodity investments has proven minimal historically. | View | |
| 2024 Q2 | Jul 21, 2024 | Alluvium Global Fund | 0.0% | 0.0% | AEM, AN, CPRI, DKS, GOOGL, GPI, HCA, HRB, LBRDK, LNR.TO, LYB, MCK, RGS.AX, RHI, RYAAY, THO, UMG.AS | AI, Airlines, Auto Dealers, Buybacks, Concentration, global, gold, value | The manager draws parallels between current AI euphoria and the dot-com bubble, noting Nvidia's eight-fold price increase over two years and its 25x forecast revenue multiple. They suggest Alphabet's 20.8% return was driven more by AI sentiment than fundamentals. The manager warns that AI-driven valuations may be unsustainable, citing historical examples of tech bubble collapses. | View | |
| 2025 Q1 | Mar 31, 2025 | Alluvium Global Fund | - | - | 005930.KS, AEM, AN, BABA, CHTR, CPRI, DKS, GOOGL, HCA, HRB, LBRDK, LMR.TO, LMT, LYB, MCK, PAG1.L, RHI, RYAAY, THO, UMG.AS, V | global, healthcare, tariffs, technology, uncertainty, value | Trump's tariff policies are creating significant uncertainty across portfolio companies, with managers unable to make investment plans due to constantly changing directives. Canadian companies like Linamar are particularly exposed, while broader implications affect auto dealers, recreational vehicle producers, and other businesses with international supply chains. | THO RHI MCK BABA |
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| 2023 Q4 | Jan 23, 2024 | ROCKLINC Partners Fund | 3.8% | 12.2% | AAPL, ADSK, AEM, ALS.TO, AMZN, BEPC, BIP, DHR, FNV, GOOGL, ICE, MEG.TO, OR.TO, PGR, RGLD, ROP, SAND, SU.PA, TSU.TO, WPM | Copper, Data centers, Electrical Grid, gold, infrastructure, royalties, technology, value | Franco-Nevada faced significant challenges when climate activists forced closure of Cobre Panama mine, representing 18% of NAV. Manager views this as creating attractive opportunity with potential upside if mine reopens. Continues building positions in precious metals royalty companies including Franco-Nevada, Wheaton Precious Metals, and others. | SU.PA FNV |
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| 2023 Q4 | Jan 14, 2024 | Alluvium Global Fund | 0.0% | 0.0% | 005930.KS, AEM, BABA, CPRI, DKS, GOOGL, HCA, HRB, LBRDK, LNR.TO, LYB, MCK, MU, NST.AX, RMS.AX, RYAAY, THO, UMG.AS, WBA | Cash, Consolidation, Cyclical, Diversified, global, Quality, value | Gold miners rebounded strongly as falling long-term interest rates reduced the opportunity cost of owning gold. Regis Resources gained 46.3% and Northern Star 32.0%, with Agnico Eagle also performing well at 18.6%. The fund completed its divestment of Northern Star after a 2.6-year holding period that returned 18.5%. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Rewey Asset Management | Agnico Eagle Mines Ltd. | Materials | Gold | Neutral | NYSE | Abitibi, Canada, commodity, Equity, Gold, Mining, Production | View Pitch |
| Apr 13, 2026 | Fund Letters | Barometer Capital Management | Agnico Eagle Mines Ltd. | Materials | Gold | Bull | TSX | Australia, Europe, Gold, inflation hedge, low risk, Mining, North America, organic growth, Precious Metals, Senior Producer | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Mountain Valley Value Investments | Agnico Eagle Mines Limited | Materials | Gold | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Harrison Schwartz | Agnico Eagle Mines | Materials | Gold | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | ClearBridge Investments | Agnico Eagle Mines | Materials | Gold | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Ronald Muhlenkamp | Muhlenkamp & Co Inc | $371.8M | $25.6M | 6.90% | 151,269 | -42 | -0.03% | 0.0233% |
| Michael Price | Empyrean Capital Partners | $2.7B | $4.7M | 0.17% | 27,700 | -59,100 | -68.09% | 0.0043% |
| John Paulson | Paulson & Co. | $3.3B | $132.8M | 4.07% | 783,561 | +0 | +0.00% | 0.1206% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $1.5M | 0.00% | 9,000 | -103,200 | -91.98% | 0.0014% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $12.2M | 0.01% | 71,700 | +60,600 | +545.95% | 0.0110% |
| Ray Dalio | Bridgewater Associates | $27.4B | $22.8M | 0.08% | 134,285 | +38,963 | +40.88% | 0.0207% |
| David Burrows | Barometer Capital Management | $415.3M | $8.9M | 2.15% | 168,200 | +85,872 | +104.30% | 0.0081% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $897,412 | 0.00% | 5,292 | -2,033 | -27.75% | 0.0008% |
| Israel Englander | Millennium Management LLC | $233.2B | $9.4M | 0.00% | 55,300 | -239,846 | -48.40% | 0.0085% |
| Stephen Selver | Bramshill Investments | $1.8B | $1.0M | 0.06% | 6,168 | +32 | +0.52% | 0.0009% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $364.4M | 0.29% | 2,149,463 | +810,543 | +60.54% | 0.3309% |
| Bob Robotti | Robotti & Co Advisors, LLC | $710.5M | $830,697 | 0.12% | 4,900 | -600 | -10.91% | 0.0008% |
| Cliff Asness | AQR Capital Management | $190.6B | $145.1M | 0.08% | 855,547 | +802,395 | +1509.62% | 0.1317% |
| Mario Gabelli | GAMCO Investors | $10.4B | $8.0M | 0.08% | 47,265 | +420 | +0.90% | 0.0073% |
| Arnold Van Den Berg | Van Den Berg Management I, Inc | $436.5M | $813,235 | 0.19% | 4,797 | -50 | -1.03% | 0.0007% |
| Paul Ruddock | Lansdowne Partners | $1.4B | $771,870 | 0.06% | 4,553 | -4,553 | -50.00% | 0.0007% |