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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 30, 2025 | Greystone Capital | 14.8% | 6.3% | APG, DR CN, KITS CN, NRP, SYZ CN | Compounding, Intrinsic Value, Patience, small caps, Valuations | The commentary focuses on small-cap equities as a long-term opportunity amid prolonged underperformance and depressed valuations. Management argues that quality small businesses continue to compound intrinsic value despite market neglect. Patience and focus are positioned as key advantages when small caps eventually regain investor attention. | DR CN KITS CN SYZ CN APG NRP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 29, 2026 | Fund Letters | Rodrigo Benedetti | Kits Eyecare Ltd. | Consumer Discretionary | Specialty Retail | Bull | New York Stock Exchange | ecommerce, eyecare, Founderled, Margins, vertical integration | View Pitch |
| Jan 27, 2026 | Fund Letters | Adam Wilk | KITS Eyecare Ltd | Consumer Discretionary | Specialty Retail | Bull | New York Stock Exchange | ecommerce, Eyewear, growth, Margins, Unit economics | View Pitch |
| Dec 6, 2025 | Fund Letters | Adam Wilk | Kits Eyecare Ltd. | Consumer Discretionary | Specialty Retail | Bull | NYSE | ecommerce, Eyewear, growth, Retention, Uniteconomics | 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. | ||||||||