| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 5, 2025 | Pender Small Cap Opportunities Fund | -11.7% | -11.7% | DND.TO, KITS.TO, MAU.V, STC.TO, TVK.TO, VCM.TO, WELL.TO | Canada, healthcare, materials, small caps, technology, Trade Policy, value, volatility | Small cap stocks are very attractively priced on both relative and absolute basis. The small cap universe remains cheap despite macro headwinds and continued market volatility driven by headline news. | TVK.TO |
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| 2023 Q2 | Oct 7, 2023 | DKAM Donville Kent Asset Management | 0.0% | 68.1% | DE.TO, HPS.A.TO, RET-A.TO, STC.TO, TC.TO | Canada, inflation, retail, small caps, technology, Transformers, value | Small cap stocks are at historically cheap valuations with record revenues and profits. The last 4-5 weeks have shown markedly different sentiment with increased investor interest. Historical comparison suggests an upcoming strong rebound and multi-year run for small cap stocks. | DE.TO HPS-A.TO STC.TO CTC.TO RET-A.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 | Sangoma Technologies Corporation | Information Technology | Communications Equipment | Bull | Toronto Stock Exchange | CEO transition, Communications Equipment, EBITDA growth, recurring revenue, SaaS, Unified Communications, Value | 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. | ||||||||