| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Mar 20, 2025 | AIP Convertible Private Debt Fund LP | - | 7.8% | CMMC.TO, HBM.TO, HMY, XIC.TO | Canada, Convertible, downside protection, Mining, private credit, small caps | AIP focuses on senior secured convertible private debt to small cap public companies, targeting $1-20mm facilities with 50% LTV and 6-9% interest rates. The strategy provides downside protection through collateral while capturing equity upside through conversion features. | 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. | ||||||||