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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 16, 2024 | MacNicol & Associates Asset Management | - | - | TLT, TSLA, XBB.TO | active management, Bonds, Market Commentary, rates, small caps, value | Small cap stocks have underperformed due to pricing pressures, inflation, higher rates and slower global growth. However, earnings by smaller companies trail larger peers by fewer than 3%, while valuation gaps between biggest and smallest companies are considerably wider. The Russell 2000 small cap ETF is being backed into a corner and may explode in either direction. | View | |
| 2024 Q2 | Jul 13, 2024 | Purpose Investment Partners | 1.7% | 4.6% | XBB.TO, XHY.TO | Commercial real estate, Corporate Credit, credit, fixed income, high yield, Mortgage | The team has added to investments in the U.S. mortgage underwriting space where home mortgage purchase volume is still at lows not seen since the mid-1990s. The equity value of homeowners remains near all-time highs, which contrasts sharply with the global financial crisis period when homeowner equity was negative. | View | |
| 2025 Q1 | Apr 13, 2025 | Purpose Investment Partners | 0.2% | 0.2% | AGG, ENB, HPP, XBB.TO, XHY.TO | Bonds, credit, High-yield, Natural Gas, real estate, Trade Policy, volatility, Yield | The Trump administration's reciprocal tariff plan announced on Liberation Day caused significant market volatility, with the S&P 500 declining 5.4% before a 90-day reprieve was announced. The team expects trade policy will ultimately be negotiated to a more normalized level and does not believe it will trigger a deep recession. | ENB.TO HPP |
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. | ||||||||