| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Jan 28, 2024 | Smoak Capital Management | 0.0% | 24.0% | FTLF, GWOX, HMM-A.TO | Banking, Education, Fitness, Manufacturing, small caps, value | The fund focuses on finding good businesses trading at less than 10 times earnings, with holdings like Hammond Manufacturing at 5x earnings and Goodheart-Willcox at 3x EV/FCF. The manager believes these valuations provide significant upside potential compared to highly valued market segments. | GWOX FTLF |
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| 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. | ||||||||