| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 7, 2026 | DKAM Donville Kent Asset Management | - | - | BAMI.TO, CXR.TO, E.TO, HPS-A.TO, MDA.TO, VHI.TO, ZDC.TO | AI, Canada, Compounding, earnings growth, fundamentals, Natural Gas, small caps, value | HPS-A.TO CXR.TO MDA.TO ZDC.TO E.TO VHI.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Fund Letters | DKAM Donville Kent Asset Management | Cipher Pharmaceuticals Inc. | Other | Pharmaceuticals | Bull | Toronto Stock Exchange | Canada, dermatology, direct-to-consumer, high-margin, Licensing, M&A, pharmaceuticals, Specialty pharma, turnaround | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||