Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 29, 2024 | Pender Small Cap Opportunities Fund | 4.3% | - | AVNW, CHW.TO, CPLF.TO, DND.TO, DTOL.TO, SYZ.TO, TVK.TO | Canada, Education, growth, M&A, small caps, technology, value | Fund outperformed with 4.3% returns versus -0.5% for TSX Composite. Small cap flows showing strength with $1.9 billion into Russell 2000 ETF while large caps saw $2.1 billion outflows. Significant divergence between small and large cap performance may be reversing. | DTOL.TO |
View |
| 2025 Q1 | May 19, 2025 | 180 Degree Capital Corp | 4.5% | 4.5% | ACNT, AREN, AVNW, BCOV, CVGI, IVAC, LTRX, MAMA, PBPB, RFIL, SCOR, SNCR, TURN | Asset Management, Mergers, private credit, small caps, turnaround, value | Manager emphasizes 35 years as a value investor attempting to uncover great companies trading below intrinsic value. The proposed Mount Logan combination represents what they believe is a great undiscovered and undervalued company. The letter repeatedly discusses finding substantially undervalued small, publicly traded companies with turnaround potential. | View | |
| 2024 Q3 | Oct 7, 2024 | Pender Small Cap Opportunities Fund | 11.3% | 38.4% | ARR.TO, AVNW, BL, DND.TO, MDA.TO, THNC.TO, TVK.TO | Canada, growth, Resources, small caps, Space, value | The space industry is seeing rapid growth driven by growing demand for satellite broadband, declining costs of rocket launches, renewed interest in space exploration and increasing geopolitical importance. The shift to commercialization enables new entrepreneurs to innovate and develop technologies for this fast-growing industry. | MDA.TO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||