| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 29, 2026 | Mindset Value Fund | 17.3% | -8.1% | GLAS, GRUSF, LEEEF, TRUL, VREOF | Agriculture, Beverages, Cannabis, growth, regulation, SmallCap, value | VREOF LEEEF GRUSF |
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| 2024 Q3 | Oct 29, 2024 | Bengal Capital | 4.0% | 105.0% | GTI, MSOS, TRUL | Cannabis, Operational Rigor, private credit, SmallCap, value | Fund focuses exclusively on cannabis investments including public equity positions in Grown Rogue, Vireo, and Body and Mind, plus private debt investments. Manager emphasizes operational rigor as key competitive advantage in cannabis sector, particularly for companies that can demonstrate profitability in mature, competitive markets like Oregon. | BAMM GRUSF VREOF |
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| 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. | ||||||||