- MJG Partnership Letter – July 2026 MJG Capital Fund raised cash and reduced precious-metals exposure after the sector’s early-year reversal, while retaining a large copper weighting based on supply constraints and long-term demand. The fund reviews Namibia’s mining case and updates Koryx Copper, Ridgeline Minerals, Altius Minerals, Kenorland Minerals, Bravo Mining, Elemental Royalty and Lara Exploration. H1 2026 ALS $2.1BBRVO $1.2MELE $1.2B
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