| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Feb 28, 2025 | Bengal Capital | -6.0% | 89.0% | BMMJ CN, GRIN CN, VREO CN | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Mindset Value Fund | 10.2% | -12.4% | VREO CN | Cannabis, Hemp, Legalization, Reform, small caps | The fund gained 10.2% in Q3, driven by improving sentiment around U.S. cannabis legalization and strong private investment performance. Managers highlight federal reform momentum as Trump and major retailers like Target support hemp and cannabis adoption. Key holdings such as Vireo and Glass House show operating leverage as legalization and exchange uplisting approach. | CAN GLASF VREOF CAN GLASF VREOF |
View |
| 2024 Q4 | Feb 14, 2025 | Mindset Value Fund | 4.9% | 65.6% | GRIN CN, VREO CN | - | 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. | ||||||||