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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 18, 2023 | Avenue Investment Management | - | - | AAPL, BIP.TO, EMA.TO, ENB.TO | Canada, credit, dividends, Quality, rates, technology, Valuations | Avenue emphasizes their quality investing strategy focused on identifying the best stand-alone compounding businesses and investing when they trade at fair prices. They believe quality businesses will compound earnings and share prices with better long-term predictability than trend-based strategies. | ENB.TO AAPL |
View |
| 2026 Q2 | Jul 14, 2026 | ROCKLINC Partners Fund | -1.5% | -1.2% | AAPL, AEM, AMZN, BEPC, BIP, BN, CCO.TO, CPX.TO, CSL, ENB.TO, FNV, MELI, NOW, PLD, RGLD, ROP, RYCEY, SBGSF, TRP.TO, WPM | AI, debasement, defense, Gold Royalties, infrastructure, Onshoring, Specialty Insurance, uranium | View | ||
| 2025 Q3 | Oct 20, 2025 | Purpose Investment Partners | 4.6% | 6.7% | BE, BN.TO, DHC, ECN.TO, ENB.TO, FLNC, HOUS, HPP, IVQ.TO, LDI, RITM, TA.TO, TLN, VST | AI, Canada, credit, energy, fixed income, high yield, Mortgage, real estate | The fund favors U.S. mortgage providers due to consolidation over the past five years resulting in more favorable margins for remaining providers. Mortgage purchase activity appears to have bottomed while refinance activity is likely to pick up as long-term bond yields have moderated. There is positive event risk as the Trump Administration would like to make housing more affordable. | View | |
| 2023 Q3 | Oct 16, 2023 | Avenue Investment Management | - | - | AAPL, ATKR, CNQ.TO, CSU.TO, EME, ENB.TO, META, MSFT, MUSA | Canada, Defensive, rates, Recession, value, volatility | Manager expects return to higher volatility periods similar to mid-1960s to mid-1970s where portfolios could swing from up 20% one year to down 15% the next. Recent 15-year period of mostly positive returns with only occasional bad years is viewed as abnormal. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Avenue Investment Management | Enbridge Inc. | Oil, Gas & Consumable Fuels | Oil & Gas Storage & Transportation | Bear | Toronto Stock Exchange | Canadian Dividend, cost overruns, Debt Concerns, energy infrastructure, Equity Dilution, Oil & Gas Transportation, Pipeline infrastructure, regulatory headwinds | View Pitch |
| Apr 13, 2026 | Fund Letters | Global High Dividend ADR | Enbridge Inc. | Energy | Oil, Gas & Consumable Fuels | Bull | Toronto Stock Exchange | AI, Canada, data centers, defensive, Dividend Growth, Electrification, energy infrastructure, LNG, long-term contracts, natural gas, Pipelines, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Purpose Investment Partners | Enbridge Inc. | Energy | Oil & Gas Storage & Transportation | Bull | TSX | Canadian Dividend, data centers, infrastructure, LNG, natural gas, pipeline, Preferred equity, tax-advantaged, utility | 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. | ||||||||