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Top Picks

20+ years · Institutional quality · Proven results

Our analysts' highest conviction stocks — companies with the strongest potential for benchmark outperformance backed by detailed research and fair value estimates.

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Disclaimer: Companies on the list have paid FRC for research coverage but list inclusion is merit based. Please read additional important disclaimers.

20+ Years · Institutional Quality · Proven Results

Top Picks

Our analysts' highest conviction stocks — companies with the strongest potential for benchmark outperformance backed by detailed research and fair value estimates.

Start Free TrialView Plans

Disclaimer: Companies on the list have paid FRC for research coverage but list inclusion is merit based. Please read additional important disclaimers.

Important Disclaimers

The performance figures presented are intended to measure our stock-picking effectiveness and do not represent the NAV or returns of a continuously managed investment portfolio. Results are based on equal notional investments in each pick and reflect the average performance of both current and exited positions over each time period shown. Performance is not time-weighted and excludes dividends. The selected benchmark also excludes dividends, making the comparison consistent.

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Performance vs TSXV

As of Jul 20, 2026

Portfolio · Since 2015

+33.9%

Benchmark

+4.0%

BenchmarkPortfolio

Performance vs TSXV

As of Jul 20, 2026

Portfolio · Since 2015

+33.9%

Benchmark

+4.0%

BenchmarkPortfolio

Weekly leaders

Live

This Week's Top Performers

High-performing securities identified through fundamental research.

Zepp Health Corporation

ZEPP · TSXV

7-day return

+27.36%

N/A · N/A

As of Jul 20, 2026

· TSXV

7-day return

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· TSXV

7-day return

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· TSXV

7-day return

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· TSXV

7-day return

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Disclaimer: Past performance is not indicative of future results. FRC may have received compensation from featured companies.

Weekly leaders

Live

This Week's Top Performers

High-performing securities identified through fundamental research.

Zepp Health Corporation

ZEPP · TSXV

7-day return

+27.36%

Loading... · Loading...

As of Jul 20, 2026

· TSXV

7-day return

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· TSXV

7-day return

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· TSXV

7-day return

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· TSXV

7-day return

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Disclaimer: Past performance is not indicative of future results. FRC may have received compensation from featured companies.

Sector analysis

Performance by Sector

Returns by sector vs the TSXV benchmark.

SectorWoW1M3M6M1Y3YSince Launch
Mining1.99%-3.22%2.66%-1.46%47.32%101.92%53.26%
Tech11.18%-10.01%-44.35%-64.34%25.94%-3.18%-1.38%
Special Situations (MIC)3.46%7.22%4.77%4.83%1.53%72.78%-0.53%
Private CompaniesN/AN/AN/AN/A9.35%24.23%64.13%
Portfolio (Total)3.34%-1.66%-2.09%-7.27%86.90%26.35%33.91%
Benchmark (Total)2.67%-2.62%-5.50%-10.73%50.10%21.80%3.98%
Portfolio (Annualized)----26.35%23.18%2.35%
Benchmark (Annualized)----21.80%14.50%0.31%

Disclaimer: Past performance is not indicative of future results. All investments carry risk of loss. Data as of Jul 20, 2026.

Sector analysis

Performance by Sector

Sector returns across multiple timeframes with portfolio and benchmark comparisons.

SectorWoW1M3M6M1Y3YSince Launch
Mining1.99%-3.22%2.66%-1.46%47.32%101.92%53.26%
Tech11.18%-10.01%-44.35%-64.34%25.94%-3.18%-1.38%
Special Situations (MIC)3.46%7.22%4.77%4.83%1.53%72.78%-0.53%
Private CompaniesN/AN/AN/AN/A9.35%24.23%64.13%
Portfolio (Total)3.34%-1.66%-2.09%-7.27%86.90%26.35%33.91%
Benchmark (Total)2.67%-2.62%-5.50%-10.73%50.10%21.80%3.98%
Portfolio (Annualized)----26.35%23.18%2.35%
Benchmark (Annualized)----21.80%14.50%0.31%

Disclaimer: Past performance is not indicative of future results. All investments carry risk of loss. Data as of Jul 20, 2026.

Curated portfolio

Top Picks by Sector

Analyst-curated, highest-conviction picks.

12 companies

D

Denarius Metals Corp.

DMET.NE · Basic Materials · Other Precious Metals & Mining

F

Fortune Minerals Limited

FT.TO · Basic Materials · Other Industrial Metals & Mining

G

Giga Metals Corporation

GIGA.V · Basic Materials · Other Industrial Metals & Mining

M

Millennial Potash Corp.

MLP.V · Basic Materials · Other Industrial Metals & Mining

M

Monument Mining Limited

MMY.V · Basic Materials · Gold

N

Noram Lithium Corp.

NRM.V · Basic Materials · Other Industrial Metals & Mining

P

Panoro Minerals Ltd.

PML.V · Basic Materials · Other Industrial Metals & Mining

S

South Star Battery Metals Corp.

STS.V · Basic Materials · Other Industrial Metals & Mining

L

Lake Resources NL

LKE.AX · Basic Materials · Other Industrial Metals & Mining

D

DLP Resources Inc.

DLP

S

Sonoro Gold Corp.

SGO.V · Basic Materials · Other Precious Metals

T

Trident Resources Corp.

ROCK.V · Basic Materials · Other Industrial Metals & Mining

D

Denarius Metals Corp.

DMET.NE · Basic Materials · Other Precious Metals & Mining

F

Fortune Minerals Limited

FT.TO · Basic Materials · Other Industrial Metals & Mining

G

Giga Metals Corporation

GIGA.V · Basic Materials · Other Industrial Metals & Mining

M

Millennial Potash Corp.

MLP.V · Basic Materials · Other Industrial Metals & Mining

M

Monument Mining Limited

MMY.V · Basic Materials · Gold

N

Noram Lithium Corp.

NRM.V · Basic Materials · Other Industrial Metals & Mining

P

Panoro Minerals Ltd.

PML.V · Basic Materials · Other Industrial Metals & Mining

S

South Star Battery Metals Corp.

STS.V · Basic Materials · Other Industrial Metals & Mining

L

Lake Resources NL

LKE.AX · Basic Materials · Other Industrial Metals & Mining

D

DLP Resources Inc.

DLP

S

Sonoro Gold Corp.

SGO.V · Basic Materials · Other Precious Metals

T

Trident Resources Corp.

ROCK.V · Basic Materials · Other Industrial Metals & Mining

Curated portfolio

Top Picks by Sector

Exclusive selection curated by our analysts with highest conviction.

12 companies

D

Denarius Metals Corp.

DMET.NE · Basic Materials · Other Precious Metals & Mining

F

Fortune Minerals Limited

FT.TO · Basic Materials · Other Industrial Metals & Mining

G

Giga Metals Corporation

GIGA.V · Basic Materials · Other Industrial Metals & Mining

M

Millennial Potash Corp.

MLP.V · Basic Materials · Other Industrial Metals & Mining

M

Monument Mining Limited

MMY.V · Basic Materials · Gold

N

Noram Lithium Corp.

NRM.V · Basic Materials · Other Industrial Metals & Mining

P

Panoro Minerals Ltd.

PML.V · Basic Materials · Other Industrial Metals & Mining

S

South Star Battery Metals Corp.

STS.V · Basic Materials · Other Industrial Metals & Mining

L

Lake Resources NL

LKE.AX · Basic Materials · Other Industrial Metals & Mining

D

DLP Resources Inc.

DLP

S

Sonoro Gold Corp.

SGO.V · Basic Materials · Other Precious Metals

T

Trident Resources Corp.

ROCK.V · Basic Materials · Other Industrial Metals & Mining

D

Denarius Metals Corp.

DMET.NE · Basic Materials · Other Precious Metals & Mining

F

Fortune Minerals Limited

FT.TO · Basic Materials · Other Industrial Metals & Mining

G

Giga Metals Corporation

GIGA.V · Basic Materials · Other Industrial Metals & Mining

M

Millennial Potash Corp.

MLP.V · Basic Materials · Other Industrial Metals & Mining

M

Monument Mining Limited

MMY.V · Basic Materials · Gold

N

Noram Lithium Corp.

NRM.V · Basic Materials · Other Industrial Metals & Mining

P

Panoro Minerals Ltd.

PML.V · Basic Materials · Other Industrial Metals & Mining

S

South Star Battery Metals Corp.

STS.V · Basic Materials · Other Industrial Metals & Mining

L

Lake Resources NL

LKE.AX · Basic Materials · Other Industrial Metals & Mining

D

DLP Resources Inc.

DLP

S

Sonoro Gold Corp.

SGO.V · Basic Materials · Other Precious Metals

T

Trident Resources Corp.

ROCK.V · Basic Materials · Other Industrial Metals & Mining

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