| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 1, 2025 | Langdon Canadian Smaller Companies Portfolio | 13.9% | 5.7% | ATS CN, DFY CN, EQB CN, GRGD CN | Automation, Canada, insurance, Logistics, SmallCaps | Canadian small caps rebounded sharply as businesses demonstrated pricing power, margin resilience, and management depth despite tariff disruptions. Several holdings showed structural advantagessuch as scale in insurance, automation, and logisticssupporting long-run growth and consolidation. Small caps remain attractive for disciplined investors seeking mispriced, founder-led companies with asymmetric upside. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Greg Dean | Definity Financial Corporation | Financials | Property & Casualty Insurance | Bull | TSX | capital allocation, consolidation, Insurance, synergies, underwriting | 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. | ||||||||