| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q1 | Apr 1, 2021 | Palm Valley Capital Management | 3.6% | 3.6% | BCEI, CRD/A, CRI, DOX, GENC, GME, HP, PHYS, PSLV, PTVCB, PVCMX, SCHL, SLV, SSRM, SYKE, T, WHGLY | Bubble, Cash, Defensive, inflation, Precious Metals, small caps, Speculation, value | WHGLY CRI SSRM PHYS |
View | |
| 2020 Q4 | Jan 1, 2021 | Palm Valley Capital Management | 5.8% | 19.1% | BCEI, BHE, CFFN, CLCT, CRD/A, CRI, CSW-A.TO, DOX, HP, KELYA, NGS, OR.TO, PIC, PSI.TO, PSLV, SCHL, SKX, SP, SYKE | energy, Fed policy, inflation, Precious Metals, small cap, Valuations, value | 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. | ||||||||