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Reform
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 |
Forager International Shares Fund Steve Johnson
|
View | Japan, SmallCaps, Reform | 4194 JP, 5038 JP, CRH, FI, FIX, INCH LN, NUTX, ZEG LN | Digitization, Governance, Japan, Reform, SmallCaps |
| 2025 Q3 | Oct 24, 2025 |
Mindset Value Fund Aaron Edelheit
|
View | Small Caps, Cannabis, Reform | VREO CN | Cannabis, Hemp, Legalization, Reform, small caps |
| 2025 Q3 | Oct 8, 2025 |
Orbis International Equity Timo Smuts
|
View | Value, Asia, Consumption, Reform, Dividend | - | Asia, consumption, Corporate Reform, Dividend, value |