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
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 5, 2023 | Nordstern Capital Investors | 0.0% | 0.0% | ASTL.TO, EMBRAC.ST, STNE | Brazil, gaming, infrastructure, long-term, payments, Steel, value | Hot-rolled coil steel prices rallied from $700 to $1,000 per ton with Cleveland Cliffs raising prices to $1,300. Infrastructure spending from various acts should drive 5 million tons of steel demand per $100 billion spent, plus 2-3 million tons annually for renewable projects. Algoma Steel's EAF project should enable 30% increased production and $100 million annual cost savings by 2028. | EMBRAC-B.ST ASTL STNE |
View |
| 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. | ||||||||