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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q3 | Nov 15, 2022 | Greystone Capital | 8.0% | 16.0% | POL, RMNI, TIUM/U CN | - | View | ||
| 2023 Q1 | Aug 5, 2023 | Greystone Capital | 8.0% | 16.0% | BSFFF, GFF, POL, SYZLF | concentrated, Public Sector, Quality, SaaS, small caps, software, value | Manager emphasizes small companies remain cheap due to structural forces and misperceptions about risk, creating opportunities to purchase quality businesses at bargain prices. Notes small-cap bear market with Russell 2000 down 25% from peak, but historical data shows 100% positive five-year returns following negative periods. | SYZLF APOLLOHOSP.NS BSFFF AAGFF |
View |
| 2022 Q4 | May 2, 2023 | Greystone Capital | 8.0% | 16.0% | APG, BSFFF, EDR SM, GFF, IDT, POL, RICK | - | View | ||
| 2022 Q4 | Feb 16, 2023 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, GAIA, HQI, NTIC, PBPB, POL, RSSS, SHYF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||