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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 | 7.1% | 13.2% | DFY.TO, GCG.TO, GYM.TO, TVK.TO | Canada, Compounding, gold, materials, small caps, value | The market continues to be powered by materials, mainly gold. Over the past two years, gold-related equities have surged on the story of irresponsible central bank policy. The strongest narratives often feel the most convincing until they don't. | View | |
| 2025 Q4 | Jan 14, 2026 | Langdon Canadian Smaller Companies | 5.7% | 19.7% | FSV.TO, GYM.TO, RCH.TO, SVI.TO, TVK.TO | Canada, Pharmaceuticals, real estate, retail, small caps, value | The portfolio focuses on Canadian smaller companies with market caps under $1 billion. The manager emphasizes that this segment remains materially underfollowed and inefficient, providing opportunities for patient and flexible capital to be rewarded. The investment approach centers on ensuring appropriate compensation for risks taken rather than avoiding risk altogether. The manager focuses on disciplined portfolio construction anchored in business fundamentals and clear assessment of downside risk. Top contributors included Groupe Dynamite, a founder-led specialty apparel retailer operating the Garage and Dynamite banners, demonstrating the portfolio's exposure to retail businesses with strong fundamentals. | 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. | ||||||||