Here’s Why Alamos Gold (AGI) Surged in Q3

Core Insights - The third-quarter 2025 investor letter from Aristotle Capital Boston, LLC indicates that U.S. small/mid-cap equities performed well, with the strategy returning 2.57% net of fees, underperforming the Russell 2500 Index's 9.00% total return [1] Company Overview - Alamos Gold Inc. (NYSE:AGI) is a gold producer focused on exploring and developing gold deposits [2][3] - The company reported a one-month return of -11.37% but a significant 53.11% increase in share value over the past 52 weeks, closing at $30.79 per share with a market capitalization of $13.01 billion on October 31, 2025 [2] Financial Performance - In the third quarter, Alamos Gold Inc. sold approximately 136,500 ounces of gold at an average realized price of $3,359 per ounce, resulting in record revenues of $462 million [4] - The company is expected to increase its production from 600,000 ounces to 1 million ounces per year over the next five years, supported by rising gold prices as an inflation hedge [3] Investment Perspective - The investment strategy maintains a position in Alamos Gold Inc. due to its lower geopolitical risk profile and strong operational track record [3] - Despite the potential of Alamos Gold Inc., there are suggestions that certain AI stocks may offer greater upside potential and less downside risk [4]