Letters by company

Jet2 plc

1 letter discussing DRTGF. Everything written about it on this site is on its ticker page.

Aegis Value Fund Portfolio Manager’s Letter Aegis Value Fund kept a large energy allocation, arguing depleted inventories, constrained supply and underinvestment support oil producers, while retaining precious-metals miners despite a correction. It held Cenovus, reduced Equinox, sold Amerigo on valuation and feedstock risk, and bought Radian, hotel REITs, Jet2 and Harley-Davidson at discounted valuations. 1st Half Ended June 30, 2026 ARG $1BATHOF $3.5BCLDT $344M