LongNGJul 2026
NovaGold Resources Inc.
NovaGold is presented as one of the clearer value opportunities in the portfolio. The manager estimates that the company trades at only about 3% of the appraised value of its…
NG
1 published idea on NovaGold Resources Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on NovaGold Resources Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
NovaGold is presented as one of the clearer value opportunities in the portfolio. The manager estimates that the company trades at only about 3% of the appraised value of its…