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
Which hedge funds are long NG?
1 published idea on NovaGold Resources Inc. across 1 fund — 1 long and 0 short.
NovaGold Resources hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on NovaGold Resources: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.