Investor Summary

The publication is operated by an individual using the professional pseudonym 'Liger Cub' who has a unique background combining legal and financial expertise. The author transitioned from law to finance, holds a Masters in Finance, passed all CFA exams, and has institutional equity research experience at both buy-side and investment bank institutions. Growing up in a family of lawyers, the author became one themselves before switching to finance. Currently described as a full-time private investor focused solely on microcaps, which provides the foundation for the research publication's specialized focus. The author's professional credentials and institutional experience inform the publication's approach to delivering institutional-quality analysis to retail and smaller institutional investors.

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Fund Strategy

Byron Street Research specializes in independent microcap equity research, delivering institutional-quality analysis in a retail-focused market. The publication provides research write-ups structured in the familiar format of sell-side equity research reports, with each report including detailed financial models built manually from scratch. The research aims to uncover small, under-radar companies with significant growth potential, focusing exclusively on North American companies with market caps under $100 million. The investment approach targets companies in five categories: compounders, turnarounds, inflections, asset plays, and special situations, seeking rapid, sustainable, and scalable growth at early discovery stages. The methodology emphasizes comprehensive fundamental analysis and systematic identification of investment opportunities before they gain broader market attention.

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FUND PERFORMANCE AS OF 30th June 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
53.90% 36.00% 15.30%