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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Oct 31, 2023 | Greystone Capital | 8.0% | 16.0% | BELFB, BFIT, IDT, MFCSF, SENEA | Bear Market, Buybacks, cash flow, Microcap, small caps, value | Manager emphasizes that small-caps and micro-caps are in a bear market with the average stock in the iShares Micro-Cap ETF down 43% from 52-week highs versus 19.1% for the S&P 500. Russell 2000 valuations remain at 20-year lows relative to large caps, creating significant opportunities for patient investors. | SENEA MFCSF BELFB |
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| 2024 Q2 | Jul 26, 2024 | Greystone Capital | 8.0% | 16.0% | APG, BELFB, LMB, MFCSF, SYZLF | Concentration, management, Quality, small caps, Trust, underperformance, value | Manager focuses exclusively on small company investing, noting that small cap underperformance has persisted while large caps dominate market returns. Believes small cap valuations have deviated notably from large companies and expects eventual outperformance when the strategy comes back into favor. | MFCSF LMB APG BELFB SYZLF |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Greystone Capital | Medical Facilities Corp. | Health Care | Health Care Facilities | Bull | OTC | activist, Aging demographics, capital returns, healthcare, M&A Target, Orthopedics, Surgical Hospitals, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | Greystone Capital | Medical Facilities Corp | Health Care | Health Care Facilities | Bull | OTC | asset monetization, capital allocation, cash generation, defensive, healthcare, Hospitals, Management Change, Share Buybacks, turnaround | 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. | ||||||||