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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 15, 2025 | Canopy Investors | 9.4% | - | 4194 JP, DOL, EDEN FP, HEI, ICLR, WISE LN | Capital Allocation, Compounding, growth, Management Quality, Patience | The commentary emphasizes long-term compounding through ownership of exceptional businesses. Management focuses on capital allocation, reinvestment, and management quality. Short-term noise is de-emphasized. | EDEN FP DOL CN ICLR 4194 JP HEI WISE |
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| 2025 Q3 | Oct 9, 2025 | Forager International Shares Fund | 2.9% | - | 4194 JP, 5038 JP, CRH, FI, FIX, INCH LN, NUTX, ZEG LN | Digitization, Governance, Japan, Reform, SmallCaps | The letter highlights global small-cap recovery and portfolio success from data center exposure and Japanese digitization. Governance reform and buyback momentum in Japan create attractive tailwinds, while holdings like eWeLL and Visional capitalize on structural demographic and tech shifts. The fund emphasizes disciplined stock-picking amid rising valuations. | INCH LN VIS JP FI US ZEG LN CRH US FIX US |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | David G. Herro | Visional, Inc. | Industrials | Human Resource & Employment Services | Bull | New York Stock Exchange | growth, Hrtech, Platforms, Recruitment, valuation | View Pitch |
| Jan 20, 2026 | Fund Letters | Jack McManus | Visional, Inc. | Industrials | Human Resource & Employment Services | Bull | New York Stock Exchange | Japan, Labor, Platforms, Recruitment, valuation | View Pitch |
| Dec 4, 2025 | Fund Letters | Jack McManus | Visional, Inc. | Communication Services | Interactive Media & Services | Bull | NYSE | Digitalization, Hiring, Labor, marketplace, Networks | View Pitch |
| Oct 23, 2025 | Value Investors Club | jim211 | Visional | Communication Services | Application Software / Human Capital SaaS | Bull | Taiwan Stock Exchange | Bizreach, high margins, Japan, negative working capital, SaaS, Structural disruptor | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||