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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 30, 2023 | Jacob Fund | - | - | BRZE, TRUE | growth, Internet, Marketing Technology, small caps, technology | The fund added positions in marketing technology companies that enable customer engagement and automotive lead generation platforms, reflecting opportunities in digital commerce infrastructure as companies prioritize first-party data strategies. | TRUE BRZE |
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| 2024 Q4 | Dec 31, 2024 | Signia Capital Management | 8.8% | 30.7% | ARHS, CCJ, GLDD, HLX, HMST, INBK, INVX, LGND, OPRT, OR.TO, SEI, TRC, TRUE, UEC, UROY, XOMA | concentrated, Data centers, energy, Microcap, small cap, uranium, value | UROY SEI |
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| 2023 Q4 | Dec 31, 2023 | Signia Capital Management | 15.1% | 32.7% | AAOI, ARHS, HMST, INBK, METC, NGVC, OR, RRGB, TBBK, TRC, TRUE, UTI, YTRA | Banking, catalysts, materials, small caps, technology, value | AAOI INBK METC NGVC UTI |
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| 2023 Q4 | Jan 7, 2024 | Palm Valley Capital Management | -0.1% | 4.2% | AAP, AVA, CRD-A, CRD-B, CRI, DOX, KELYA, LAS.TO, MLR, MNRO, NGS, TRUE, WHGLY, WLY | Fed policy, Inequality, inflation, liquidity, small caps, value | Small caps experienced significant volatility in 2023, with a 26% surge from October lows driven by Fed pivot expectations. However, 40% of Russell 2000 constituents remain unprofitable, and median net income has stagnated for 25 years. Quality deterioration and speculative business models persist despite recent outperformance. | LAS/A CN|MLR|MNRO|NGS|WHGLY|WLY LAS/A CN|MLR|MNRO|NGS|WHGLY|WLY |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | Jacob Fund | TrueCar Inc | Consumer Services | Internet & Direct Marketing Retail | Bull | NASDAQ | automotive technology, Cash-Rich Valuation, Dealer Network, Digital Car Buying, Lead Generation, Supply Chain Recovery, turnaround | 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. | ||||||||