LongAIM.TOAug 2026
Aimia Inc.
Aimia is an owner-managed holding company controlled by Rhys Summerton that owns Cortland, a producer of high-performance synthetic ropes, and a minority interest in Chinese…
McElvaine Value Fund
Concentrated value investing focused primarily on Canadian small- and mid-cap companies, emphasizing margin of safety, strong balance sheets, resilient businesses and aligned management teams.7 published ideas
McElvaine Value Fund is a value-oriented investment fund managed with a focus on what the portfolio is paying and what it is getting rather than investing around popular market themes. The manager emphasizes financially resilient and ideally antifragile businesses that can emerge stronger from difficult environments. The portfolio is concentrated and may also hold larger companies, private investments and cash when attractive opportunities are limited.
Ideas from McElvaine Value Fund
LongMXG.TOAug 2026
Maxim Power Corp.
Maxim Power is an independent power producer whose primary asset is a 300 MW combined-cycle natural gas plant in Alberta. The company is also developing the permitted 400 MW…
LongPSK.TOAug 2026
PrairieSky Royalty Ltd.
PrairieSky owns fee-simple mineral rights across a large portion of Western Canada and receives royalties when third parties develop resources on its land. The model requires no…
LongGUD.TOAug 2026
Knight Therapeutics Inc.
Knight Therapeutics is a specialty pharmaceutical company focused on acquiring, licensing and distributing drugs across Canada and Latin America. Its portfolio focuses on areas…
LongFIH.U.TOAug 2026
Fairfax India Holdings Corporation
Fairfax India is an Indian investment holding company controlled by Fairfax Financial, with its dominant asset being a 74% interest in Bangalore International Airport held partly…
LongCFP.TOAug 2026
Canfor Corporation
Canfor is one of the world's largest lumber producers, with operations across British Columbia, Alberta, the US South and Sweden as well as a pulp business. The company is…
LongFFH.TOAug 2026
Fairfax Financial Holdings Limited
Fairfax Financial is a global property and casualty insurance and investment holding company run by Prem Watsa. The company's book value per share increased during the first half…
Letters covered
- Interim Report · Six months ended June 30, 2026August 27, 2026
Source PDFs are not republished here; only extracted ideas and quotes.