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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 23, 2024 | DKAM Donville Kent Asset Management | 0.0% | 68.1% | NVEI.TO, VHI.TO, ZDC.TO | Canada, payments, security, small caps, technology, value | Manager believes small caps reached their cheapest level ever and are now a few months into the next 5-7 year bull market. The end of October 2023 appears to be the bottom for the small cap downturn, with pieces in place for the next multi-year run. | VHI.TO ZDC.TO |
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| 2023 Q1 | Mar 31, 2023 | Fenimore Small Cap Strategy | 6.0% | 6.0% | BOC, CHH, DFH, FND, FTDR, NVEI.TO, PAYA, PNFP, TSU.TO | Banking, consumer, Quality, small caps, technology | The fund focuses on small-cap quality stocks, which outperformed during the quarter. The Russell 2000 Growth Index gained 6.22% while the Russell 2000 Value Index declined by -0.66%. Quality stocks outperformed during the quarter, and the manager believes that the highest quality businesses should generate the best investment results over longer time periods. | View | |
| 2023 Q1 | Mar 31, 2023 | Fenimore Dividend Focus Strategy | 4.6% | 4.6% | ADI, AJG, APD, BOC, CHH, DFH, ENTG, FHB, FND, FTDR, G, JKHY, MCHP, NVEI.TO, PAYA, PNFP, SYK, TROW, TSU.TO, ZBRA | Banking, dividends, mid cap, Quality, technology, value | The fund focuses on dividend-paying companies with 11 of 27 holdings increasing dividends in 2023 with an average growth rate of 11.3%. Microchip Technology led with a 41.5% quarterly dividend increase year-over-year. | View | |
| 2023 Q4 | Jan 29, 2024 | DKAM Donville Kent Asset Management | 0.0% | 68.1% | CSU.TO, CTS.TO, DE.TO, GSY.TO, KUT.TO, NVEI.TO, PAY.TO, PRL.TO, SECU.TO, VHI.TO | AI, Buybacks, Canada, growth, small caps, technology, value | Technology infrastructure investments are experiencing massive budget increases, with some jumping 10x in 2024. There is currently a bottleneck in compute power driving these investments. Converge Technology benefits from this trend, with Nvidia gear sales topping $120m in the first 9 months of 2023, up from $12m the year prior. | CSU.TO VHI.V PAY.TO NVEI.TO KUT.TO SECU.V GSY.TO DE.TO PRL.TO CTS.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | DKAM Donville Kent Asset Management | Nuvei Corporation | Information Technology | Data Processing & Outsourced Services | Bull | TSX | Adobe Partnership, Fintech, Global Payments, High Cash Margins, Microsoft partnership, payment processing, wallet share | 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. | ||||||||