| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | Equity Management Associates | 0.5% | -10.9% | LGC.V | Fed policy, Fiscal, gold, inflation, Mining, Stagflation | Gold is hanging in there despite aggressive Fed tightening and is close to breaking its all-time high. Central banks continue buying gold while selling US Treasuries. The manager expects gold to reach $2,500 then $3,000 when it breaks through $2,100. | LGC.V |
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| 2022 Q3 | Sep 30, 2022 | - | -14.9% | -41.0% | ARIS.TO, GSVR.V, LGC.V | Bitcoin, Debt crisis, Fed Pivot, gold, inflation, Miners, Silver | LGC.V GSVR.V ARIS.TO |
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| 2022 Q4 | Dec 31, 2022 | - | 0.6% | -40.7% | AR.TO, GSVR.TO, LGC.V | commodities, Currency, Fed policy, gold, inflation, Mining, monetary policy, Silver | LGC.V GSVR.TO AR.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Lavras Gold | Gold | Gold | Bull | Toronto Stock Exchange | Brazil, Caldera, Drilling, Equity, Exploration, Gold, High-grade, materials | View Pitch | |
| Jun 15, 2026 | Fund Letters | Lavras Gold | Gold | Gold | Bull | Toronto Stock Exchange | Brazil, Caldera, Drilling, Exploration, Gold, High-grade, materials, Resources, Upside | View Pitch | |
| Apr 28, 2026 | Fund Letters | Equity Management Associates | Lavras Gold Corp. | Materials | Gold | Bull | TSX Venture Exchange | Alkaline, Brazil, Caldera, Discovery, Drilling, Equity, Exploration, Gold, Mining, Resource, Volcanic | 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. | ||||||||