| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 7, 2026 | DKAM Donville Kent Asset Management | - | - | BAMI.TO, CXR.TO, E.TO, HPS-A.TO, MDA.TO, VHI.TO, ZDC.TO | AI, Canada, Compounding, earnings growth, fundamentals, Natural Gas, small caps, value | HPS-A.TO CXR.TO MDA.TO ZDC.TO E.TO VHI.TO |
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| 2025 Q2 | Jul 11, 2025 | Pender Small Cap Opportunities Fund | 11.0% | -2.0% | CVO.TO, GRID.TO, HPS-A.TO, LSPD.TO, VNP.TO | AI, Canada, Energy Transition, Enterprise Software, growth, small caps, Trade Policy, volatility | The rapid advancement and adoption of AI technologies across sectors is unlocking new efficiencies, redefining competitive moats and creating outsized growth opportunities, particularly for companies with proprietary data and scalable platforms. Coveo Solutions Inc. is highlighted as an AI-powered enterprise search platform that delivers highly relevant search experiences across websites, e-commerce, customer service and workplace applications. | CVO.TO LSPD CN CVO CN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Fund Letters | DKAM Donville Kent Asset Management | Hammond Power Solutions Inc. | Electrical Equipment & Parts | Electrical Components & Equipment | Bull | Toronto Stock Exchange | AI infrastructure, backlog, Canada, data centers, electrical equipment, Industrials, M&A, manufacturing, Transformers, US Exposure | View Pitch |
| Apr 28, 2026 | Fund Letters | DKAM Donville Kent Asset Management | Hammond Power Solutions Inc. | Industrials | Electrical Equipment | Bull | Toronto Stock Exchange | electrical equipment, Electrification, expansion, Free Cash Flow, Grid Infrastructure, market share, Transformers | 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. | ||||||||