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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Signia Capital Management | -10.3% | - | ARHS, EQX, GLDD, HLX, HMST, INVX, METC, OPRT, PGNY, SOI, TRC | Corrections, energy, financials, Microcap, Quality, small caps, value | METC OPRT |
View | |
| 2022 Q3 | Oct 20, 2022 | Massif Capital | 2.4% | 12.0% | AES, EQX, PIF | - | View | ||
| 2023 Q2 | Jul 14, 2023 | Massif Capital | 2.4% | 12.0% | ADT.AX, AES, AFM.TO, CTM.AX, EC, ENR.DE, EQNR, EQX, FLNC, IXR.AX, LAC, PICK, VALE | commodities, energy, materials, Mining, natural resources, real assets, Utilities | Manager views energy transition as requiring massive investment in renewable assets while maintaining hydrocarbon infrastructure. Believes oil and gas remain critical for supporting economic growth needed to fund transition to low-carbon economy. Sees environmental and economic sustainability as interconnected. | ENR.DE CTM.AX AES |
View |
| 2022 Q4 | Jan 25, 2023 | Massif Capital | 2.4% | 12.0% | AES, CGP CN, ENR GR, EQX, ORA, PIF CN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Aegis Value Fund | Equinox Gold Corp | Materials | Gold | Bull | TSX | Canada, construction, Equity, Gold, materials, Mining, Project Development | View Pitch |
| Apr 27, 2026 | Fund Letters | Massif Capital | Equinox Gold | Materials | Gold | Bull | NYSE American | Canada, development, gold mining, Greenstone Mine, high-beta, Portfolio Management, Production Ramp, Sentiment Driven | View Pitch |
| Feb 26, 2026 | Fund Letters | Scott L. Barbee | Equinox Gold Corp. | Materials | Gold | Bull | New York Stock Exchange | CapEx, construction, Execution, Gold, Overruns, Ramp | View Pitch |
| Oct 24, 2025 | Value Investors Club | yellow | Equinox Gold Corp. | Materials | Gold | Bull | TSX | buybacks, deleveraging, GDX/GDXJ rebalance, Gold, Gold miners | 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. | ||||||||