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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 2023 Q4 | Feb 29, 2024 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, HQI, MLP, PBPB, RSSS, SHYF | activism, Concentration, fundamentals, Microcap, small caps, value | Manager focuses exclusively on small and micro-cap companies with median market cap of $182mm. Portfolio represents commitment to securities unable to be included in indices due to size or liquidity constraints. Discusses challenges of small-cap performance in current market environment. | View | |
| 2022 Q4 | Feb 16, 2023 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, GAIA, HQI, NTIC, PBPB, POL, RSSS, SHYF | - | View | ||
| 2022 Q4 | Jan 3, 2023 | Plural Investing | 9.2% | 3.1% | CURN, JET2 LN | - | View | ||
| 2023 Q4 | Jan 2, 2024 | Greystone Capital | 8.0% | 16.0% | APG, BELFB, CURN, FC, LMB, SENEA, SYZLF, THRY | Concentration, Outperformance, SaaS, small caps, value | Manager emphasizes that small caps now make up less than 4% of the U.S. equity market due to large cap valuation expansion, creating a void where very few investors are choosing small caps to outperform. Markets in both the US and Canada are offering tremendous bargains consisting of well-managed, growing businesses that generate cash, trading at single digit multiples of cash flow. | 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. | ||||||||