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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Feb 8, 2025 | Fairlight Alpha Fund | -0.5% | 13.6% | ALOFI.PA, COST, MMY.TO, SRB.L, WMT | Food, gold, growth, Mining, small caps, value | The fund owns junior gold mining stocks including Monument Mining Limited and Serabi Gold plc, benefiting from rising gold prices and increasing production. Both companies are enjoying record revenues and cashflows as gold prices have risen from $1,912 in Q3 2023 to $2,886 currently, while maintaining low all-in sustaining costs. | ALLOG.PA BOFI.V SRB.L MMY.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||