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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 22, 2025 | Voss Value Fund | 1.0% | -6.3% | ARE CN, CLBT, ECN CN, FIVN, GENI, PHIN, PRKS | asymmetry, Balance Sheets, contrarian, deep value, mispricing | The commentary highlights deep value opportunities in overlooked and underfollowed companies trading at significant discounts to intrinsic value. Management focuses on balance sheet strength, asset protection, and asymmetric upside potential. Volatility is viewed as a necessary condition for outsized long-term returns. | FIVN ARE CN PRKS PHIN ECN CLBT GENI |
View |
| 2025 Q2 | Aug 22, 2025 | Voss Value Offshore Fund | 0.6% | -6.8% | ARE CN, CLBT, ECN CN, FIVN, GENI, PHIN, PRKS | contrarian, deep value, International Equities, Margin Of Safety, mispricing | The letter emphasizes global deep value investing, particularly in small and mid-cap international equities. Management highlights fear-driven selloffs and structural neglect as sources of opportunity. Capital preservation and margin of safety remain central to portfolio construction. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Travis Cocke | Aecon Group Inc. | Industrials | Construction & Engineering | Bull | Toronto Stock Exchange | construction, infrastructure, Nuclear, Smrs, utilities, valuation | 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. | ||||||||