BSFFF Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q1	Aug 5, 2023	Greystone Capital	8.0%	16.0%	BSFFF, GFF, POL, SYZLF	concentrated, Public Sector, Quality, SaaS, small caps, software, value	Manager emphasizes small companies remain cheap due to structural forces and misperceptions about risk, creating opportunities to purchase quality businesses at bargain prices. Notes small-cap bear market with Russell 2000 down 25% from peak, but historical data shows 100% positive five-year returns following negative periods.	SYZLF APOLLOHOSP.NS BSFFF AAGFF	View
2023 Q2	Jul 30, 2023	Greystone Capital	8.0%	16.0%	APG, BSFFF, CURN, LMB, RICK, SYZLF	Construction, Currency Exchange, Fitness, Hospitality, small cap, value	Manager emphasizes that small cap valuations are severely dislocated from larger businesses, creating the fourth such period in decades alongside 1974 Nifty-Fifty era, Dot-com bubble, and 2020 pandemic. Growing, well-managed, cash-generating small businesses are trading at single digit multiples while being underfollowed due to current market structure and fear from 2022 hangover effects.		View
2022 Q4	May 2, 2023	Greystone Capital	8.0%	16.0%	APG, BSFFF, EDR SM, GFF, IDT, POL, RICK	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 27, 2026	Fund Letters	Greystone Capital	Basic-Fit	Consumer Discretionary	Leisure Facilities	Bull	Euronext Amsterdam	Consumer Discretionary, Europe, Fitness, Gyms, market share, Post-Pandemic Recovery, Pricing power, Scale Advantages	View Pitch

BSD Shareholders of BSFFF

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

BSFFF

BSFFF

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of BSFFF

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