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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Langdon Canadian Smaller Companies Portfolio | 7.1% | 13.2% | GCGA CN, GRGD CN, TVK CN | AssetManagement, CashFlow, gold, retail, SmallCaps | Gold: A dominant market narrative driven by gold equities is described as stretched, reinforcing the managers avoidance of narrative-driven commodities in favour of fundamentals. Compounding: The letter highlights businesses like Groupe Dynamite and Guardian Capital as examples of patient compounding where free-cash-flow growthnot macro callsdrives multi-year value realization. SmallCaps: The manager emphasizes under-researched Canadian small caps where intrinsic value realization occurs suddenly, underscoring their discipline of owning founder-led, cash-generative companies. :contentReference[oaicite:1]{index=1} | 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. | ||||||||