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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 1, 2025 | Rogue Funds | 12.4% | 12.4% | ACHV, ASPI, BTCY, COST, GLO.TO | Biotechnology, Concentration, Data centers, healthcare, small caps, uranium, volatility | Fund holds ASP Isotopes which has begun full production and expects revenue from Silicon-28 and Ytterbium sales. HALEU enrichment capability positions them as the only viable option for the next half decade. Global Atomic benefits from improved Niger situation with Chinese companies kicked out and increased US presence. | COST INTEG.ST BTCY GLO.TO ACHV ASPI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Rogue Funds | Biotricity | Health Care | Health Care Technology | Bull | NASDAQ | AI Healthcare, Cash Flow Inflection, Heart Monitor, medical technology, Pilot Studies, SaaS Conversion, small-cap, turnaround | 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. | ||||||||