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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 7, 2025 | MJG Capital Fund | - | 35.8% | ALS.TO, BRVO.V, ELE.V, KLD.V, KRY.V, LRA.V, RDG.V, SME.V, STRR.V | Canada, Copper, crypto, Exploration, gold, Mining, PGMs, royalties | Copper remains the highest weighting by metal at 35% of the portfolio across six holdings. Each copper-focused investment presents opportunity for share price appreciation through drilling, permitting success, or M&A activity without reliance on further copper price increases. | View | |
| 2025 Q2 | Jul 30, 2025 | Hurdle Rate | - | - | ALS.TO, BRVO.V, ELE.V, KLD.V, KRY.V, LRA.V, RDG.V, SME.V, STRR.V | Brazil, Canada, Copper, Development, Exploration, gold, Mining, royalties | Copper remains the highest weighting by metal at 35% of the portfolio across six holdings. Each copper-focused investment presents opportunity for share price appreciation through drilling, permitting success, or M&A activity without reliance on further copper price increases. | SEQ AU FSA AU 9928 JP CAF AU ELIX LN DSW LN |
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. | ||||||||