| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 16, 2025 | Avenue Investment Management | - | - | OR.TO, WPM.TO | Canada, Central Banks, Debt, gold, inflation, Mining, royalties | Avenues letter centers on golds historic rise above $4,000/oz in 2025, attributing it to unsustainable government debt and central bank accumulation. The firms 22-year gold strategy focuses on royalty companies like Osisko and Wheaton Precious Metals, offering stable, long-duration cash flows. It expects inflationary fiscal responses to global debt pressures to sustain gold and silver strength. | WPM OR |
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| 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. | ||||||||