Central Banks, China, Currency, Europe, gold, international, Japan, small cap
Gold equity holdings benefited from continued strength in the price of gold. Alamos Gold, MAG Silver, Osisko Gold Royalties, and Eldorado Gold all appreciated by over 17% during the quarter.
defense, Europe, Germany, gold, international, small caps
Gold mining stocks performed strongly with Alamos Gold and Endeavour Mining rallying 45% and 36% respectively on the back of rising gold prices. The Fund holds several gold mining positions that benefited from strong gold price performance during the quarter.
Currency, Europe, international, Japan, small cap, value
International small cap equities have been out of favor in most markets, with the fund focusing on small capitalization companies in developed markets outside the U.S. The valuation discount has reached record levels compared to U.S. markets.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
