| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 7, 2024 | DKAM Donville Kent Asset Management | 0.0% | 68.1% | BYD.TO, E.TO, GSY.TO, MTY.TO, PRL.TO, VHI.V, ZDC.V | Canada, Compounding, rates, ROE, small caps, value | Fund focuses on small and mid-cap stocks which are at historically cheap discounts relative to large caps. Small cap earnings growth is forecast to be 30% greater than large cap earnings growth in 2025. The combination of declining rates, cash on sidelines, and cheap valuations supports the view that we're at the beginning of the next multi-year cycle for small and mid-cap stocks. | E.TO ZDC.V VHI.V GSY.TO MTY.TO BYD.TO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | DKAM Donville Kent Asset Management | MTY Food Group Inc. | Consumer Discretionary | Restaurants | Bull | TSX | acquisition strategy, Canada, compounder, Food Courts, Food service, Franchising, High ROI, Roll-up Strategy | 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. | ||||||||