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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 31, 2025 | Mindset Value Fund | -8.6% | -20.5% | BRND/U CN, HQI | catalysts, small caps, special situations, turnaround, valuation | The letter centers on catalyst-driven value investing, highlighting situations where operational improvements, regulatory shifts, or strategic actions can unlock mispriced assets. Management stresses disciplined reassessment of theses as facts change, particularly in small-cap and special situation investments. The portfolio is positioned around identifiable change rather than passive valuation reversion. | NNI GLASF TBI HQI |
View |
| 2022 Q4 | Oct 2, 2023 | Mindset Value Fund | 7.9% | 70.0% | ARA MM, AYRWF, BAMM CN, GLASF, GRIN CN, HQI, VRNOF | - | View | ||
| 2023 Q2 | Jul 18, 2023 | Mindset Value Fund | 7.9% | 70.0% | GRIN CN, HQI | - | View | ||
| 2023 Q4 | Jul 2, 2024 | Mindset Value Fund | 7.9% | 70.0% | GRIN CN, HQI, MRMD | - | View | ||
| 2023 Q1 | Apr 28, 2023 | Mindset Value Fund | 7.9% | 70.0% | 4KF0 GR, ARA MM, GRIN CN, HQI | - | View | ||
| 2023 Q4 | Feb 29, 2024 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, HQI, MLP, NTIC, PBPB, POL, RSSS, SHYF | - | View | ||
| 2022 Q4 | Feb 16, 2023 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, GAIA, HQI, NTIC, PBPB, POL, RSSS, SHYF | - | View | ||
| 2024 Q4 | Jan 14, 2025 | Liberty Park Capital Management | 5.9% | 8.6% | CGNX, GTLS, HQI, INOD, INOQ, LWLG, MOD, NVEE, SOUN, THRY, UPWK, XMTR, YOU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 30, 2026 | Substack | Mindset Value | HireQuest | Staffing & Employment Services | Temporary Staffing | Bull | NASDAQ Stock Market | cash flow, franchise model, HireQuest, industry recovery, market position, minimal debt, share repurchase, tax-loss selling, temporary staffing, TrueBlue acquisition | View Pitch |
| Jan 8, 2026 | Fund Letters | Aaron Edelheit | HireQuest Inc. | Industrials | Human Resource & Employment Services | Bull | NASDAQ | acquisition, cashflow, franchise, Rollup, Staffing | 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. | ||||||||