Letters by company

Extendicare Inc

2 letters discussing EXETF. Everything written about it on this site is on its ticker page.

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
Jemekk Capital Management Q3 2026 Commentary Jemekk Hedge Fund added WSP Global and maintained its core MDA Space position after MDA’s acquisitions broadened its space and geointelligence platform. The portfolio favors precious metals, defence and selected resources, while using index hedges against risks from energy disruption, tighter financial conditions and concentrated AI-led market leadership. Q3 2026 MDA $5BWSP $18B