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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Forager Australian Shares Fund | 11.5% | 10.5% | AMA.AX, BVS.AX, CAT.AX, CHL.AX, CROX, EML.AX, EXP.AX, JLG.AX, MTO.AX, NUTX, NZX.NZ, OML.AX, PBH.AX, PPS.AX, PRN.AX, PSI.TO, RDY.AX, SOWG, THL.AX, TYR.AX | Australia, Passive flows, small caps, takeovers, technology, value | Forager focuses on smaller companies that passive funds cannot or will not own due to size constraints. The fund benefits from forced selling when stocks become too small for large portfolios and from identifying companies that will eventually attract passive buying as they grow. | EXP AU MTO AU AMA AU NZX NZ EML AU OML AU |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Substack | Da Metropolitan | Sow Good | Food Production | Food Production | Bull | earnings call, EBITDA growth, food production, guidance, market momentum, microcap, multiple expansion, production quality, Sow Good, valuation | View Pitch | |
| Jan 8, 2026 | Substack | Da Metropolitan | None | Confectionery | Confectionery | Neutral | freeze-dried candy, growth trend, investment opportunities, management communication, management effectiveness, market positioning, market rerating, sales multiple, SOWG, valuation | View Pitch | |
| Jan 8, 2026 | Substack | Da Metropolitan | Sow Good | Consumer Goods | Consumer Goods | Bear | NASDAQ Stock Market | competitive landscape, earnings sustainability, freeze-dried snacks, market differentiation, Mars entry, operational preparedness, product recall, Sow Good | View Pitch |
| Sep 16, 2025 | Short Thesis | Alex Pitti | SOW GOOD INC | Consumer Staples | Food Products (Freeze-Dried Foods) | Bear | NASDAQ | Execution, Freeze-dried, Liquidity, microcap, Speculative | 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. | ||||||||