Alamos Gold INC

• AF Aristotle Funds Aristotle Small/Mid Cap Equity Fund Commentary ↗ Aristotle Small/Mid Cap Equity Fund maintained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses, while retaining a favorable view of Alamos Gold despite mine disruptions. The fund added Jones Lang LaSalle, UMB Financial and WesBanco, and exited Americold Realty Trust and Verra Mobility after deteriorating fundamentals and a lost customer contract. second quarter of 2026 AGI $13BCOLD $4.6BJLL $17B +6
• AF Aristotle Funds Aristotle Small Cap Equity Fund Commentary ↗ Aristotle Small Cap Equity Fund retained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses. It bought IPG Photonics and UMB Financial, while liquidating Americold Realty Trust, Byline Bancorp and Verra Mobility after deteriorating fundamentals, achieved valuation targets or a changed investment thesis. second quarter 2026 AGI $13BBY $1.7BCOLD $4.6B +6
• JC Jemekk Capital Management Q2 2026 Commentary ↗ Jemekk Hedge Fund kept a high net-long stance and an overweight precious-metals allocation, expecting softer labour data and eventual rate cuts to revive its HALO trade. The fund reduced index hedges after their drag and added Extendicare, citing its diversified care platform, demographic demand and home-health expansion. Q2 2026 EXETF $1.9B

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