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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 31, 2025 | Mindset Value Fund | -8.6% | -20.5% | BRND/U CN, HQI | catalysts, small caps, special situations, turnaround, valuation | The letter centers on catalyst-driven value investing, highlighting situations where operational improvements, regulatory shifts, or strategic actions can unlock mispriced assets. Management stresses disciplined reassessment of theses as facts change, particularly in small-cap and special situation investments. The portfolio is positioned around identifiable change rather than passive valuation reversion. | NNI GLASF TBI HQI |
View |
| 2025 Q1 | May 2, 2025 | Mindset Value Fund | -13.7% | -13.7% | BRND/U CN, GRIN CN | - | View | ||
| 2024 Q1 | May 15, 2024 | Mindset Value Fund | 7.9% | 70.0% | BRND/U CN, GRIN CN | - | View | ||
| 2022 Q4 | Jan 18, 2023 | Pender Small Cap Opportunities Fund | 9.7% | -28.5% | BRND/U CN, MAXR CN | - | 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. | ||||||||